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Using Report Library

Revision as of 18:52, 23 November 2015 by Philip Lacey (talk | contribs)
Revision as of 18:52, 23 November 2015 by Philip Lacey (talk | contribs)

Contents

1 Overview

For more information on the Report Library please read here Module_-_Report_Library


This article takes you step by step in sharing a report through Report Library


2 Step 1 - Uploading a report

Go to


Main Menu > Report Library > Report Library > Report Library - Administration > Upload Custom Report to the Report Library >


Find the file you want to share and then click "Upload File"


Reportlibrary 005.png


The next screen asks for a bit more information. If you're uploading the file on behalf of someone else change the top box. The second entry "Add Contact History" is for another process not used here. By default the user will go to you. Simply choose the form to attach the report to and scroll to the bottom and click "Append"


Reportlibrary 006.png


The following screen allows you to perform the communications parts.


Reportlibrary 007.png


Form Details

  • Form: Confirmation of the form to attach to
  • Uploaded by: Confirmation of whom the report will appear uploaded by

File Details

  • The name of the file uploaded
  • Date and Time of upload
  • Size in Kb and Mb
  • File Type is extracted automatically from the content type uploaded


Extra Information

  • The report name allows you to log the report as any name you like in the Report Library
  • Comments are useful reminder comments which will display with the report name
  • Email notification to allows you to enter multiple email addresses, separated by commas, to receive notification of the upload.


When ready click "Make Report Live". The following screen appears when the details have been logged and the email sent.


Reportlibrary 008.png


3 Step 2 - The email

The report is instantly live in Report Library however an email notification will be sent out as follows.


Reportlibrary 009.png


4 Step 3 - Retrieving the report

Main Menu > Report Library > Report Library > Report Library > Report Library > Choose the Form >


Simply click the Reportlibrary 003.png icon to download the file


Reportlibrary 010.png


5 Step 4 - Audit reports

Every action in the system is audit trailed. The easiest reports to use for tracking Report Library usage are the Usage Profile report (Main Menu > System Access Management > Security Reports > Security - User Profile - By Lookup > Lookup the user >) or the System Event Audit Report System_Access_Management_-_Security_-_System_Events_Audit_Trail


Reportlibrary 011.pngReportlibrary 012.png

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Last modified on 23 November 2015, at 19:06