Report Workpanes

You can work with reports in the following panes:

 

Primary Pane

In the Primary pane, you can view and work with all types of reports and perform activities including, but not limited, to the following:

  • Create and configure a Report Definition by:
    • Adding various report elements
    • Configuring filters
    • Applying formatting
  • Locate and Modify a Report Definition
  • Run a selected Report Definition
  • View report execution status, document creation status, and so on during report execution
  • Display generated report in Run mode
  • View a report as a PDF or XLS
  • Export/Import a Report Definition
  • Route a report to:
    • Folders as files (PDF/XLS)
    • Email recipients as a file attachment (PDF/XLS)
    • Local printers (PDF only)

 

Name

Description

1

Report Definition Selection

Location of Report Definition and Report folders in the Application View of System Browser.

2

Report Execution

Reports toolbar containing Report Definition execution command icons: Run or Run As .

3

Executed Report Display

Location of executed Report Definition.
NOTE: This displays in Run mode.

4

Report Management

Status details of the executed or currently running Report Definition.

5

Report Definition Properties

Properties (Last Run, Summary Status, and Show in Related Items) displayed in the Extended Operation tab.

Secondary Pane

If the Primary pane is unlocked (horizontal pushpin icon ), then you can work with the following three additional report types in the Secondary pane:

  • New Report: Opens a new Report Definition for configuration.
  • Related Report: Opens the report related to the selected System Browser object.
  • Show in Related Items Report: Opens a report with the Show in Related Items check box selected.

 

Name

Description

1

Point Selection

Location of Point in the Application View or Management View of System Browser.

2

Report Definition Selection

Report Definition selected in the Related Items tab.

3

Executed Report Display

Location of selected Report Definition—before and after execution—with command toolbar to execute the Report Definition located on the left side of the Secondary pane.
NOTE: Executed Report Definitions display in Run Mode.

4

Report Management

Status details of the executed or currently running Report Definition.

5

Report Definition Properties

Properties (Last Run, Summary Status, and Show in Related Items) displayed in the Extended Operation tab.

Contextual Pane – Extended Operation Tab

You can generate a selected report automatically by clicking Execute in the Extended Operations tab of the Contextual pane.

 

Name

Description

1

Report Definition Selection

Location of Report Definitions and Report folders in the Application View of System Browser.

2

Automatic report execution

Runs a Report Definition in the background.

3

Report Definition Properties

Properties (Last Run, Summary Status, and Show in Related Items) displayed in the Extended Operations tab.