Creating and Editing Custom Reports

Create a copy of a standard or custom report

1. Select the report you want to copy.
2. Click Save As.
3. Go to the next step.

Create a custom report

1. Click New Report.
2. Go to the next step.

Edit a report

1. Click on the name of the custom or copied report you want to edit.
2. Click Edit.
3. Go to the next step.

Delete a custom report

NOTE: By default, you cannot delete standard reports from the Server.

1. Click on the name of the custom report you want to delete.
2. Click Delete.
3. At the prompt, click OK.

NOTE: Reports are permanently deleted from the Server. You cannot recover a deleted report.

Report Name

Enter a unique name for the report.

Description

Enter an optional description for the report.

Report Type

Select a report type.

NOTE: This field cannot be modified when creating a report using Save As or editing a report.

Include Properties from Template

Optionally, select the template associated with the report from the drop-down list. This gives you the ability to create filters using template properties.

NOTE:

The default information that displays varies for each report.

NOTE:

Click on the arrow to the left of the information to expand it and display more detailed information. For example if you want to create a column that displays the project name that a document is within, you would expand Documents, expand Projects and select Name.

NOTE:

As you select information for a column, it will display in the Column Order area.

Change the column order

1. Click on the column name.
2. Click Move Up or Move Down to the right of the column name.

NOTE: You can also change the column order by clicking on the column name and pressing the D or U keys or by dragging the column name up or down.

Delete a column

Click  to the right of the column name you want to delete.

Add a filter

NOTE: Custom reports with variable filters cannot be added as widgets on the Management Center Dashboard.

1. Click Add Filter.
2. Select information to filter your report by from the drop-down list.

   NOTE: A list of default information displays in the drop-down list.

3. If you want to choose different information to filter your report by, click CHOOSE COLUMNS.

   NOTE: Click on the breadcrumb links at the top of the CHOOSE COLUMNS window to navigate through all of the information.

   NOTE: Click on the arrow to the left of the information to expand it and display more detailed information. For example if you want to create a column that displays the project name that a document is within, you would expand Documents, expand Projects and select Name.

4. Go to the next step to select a condition.

Delete a filter

1. Click on the X to the right of the filter you want to delete.
2. Go to step 13.

After

After the selected date. Select a date from the calendar.

Before

Before the selected date. Select a date from the calendar.

Contains Any

Contains any of the keywords.

Contains All

Contains all of the keywords.

Does not Contain

Does not contain any of the keywords.

In the last day

Returns only items modified in the last day.

In the last week

Returns only items modified in the last week.

In the last month

Returns only items modified in the last month.

In the last three months

Returns only items modified in the last three months.

Is Any

Returns items that are equal to any of the values you select.

Is Not

Returns items that are not any of the values you select.

<, <=, =, >, >=, !=

Returns items that are less than, less than or equal to, equal to, greater than, greater than or equal to, or not equal to the value you enter.

Specify the field name as a variable object when generating reports

Select Variable in the drop-down list.

NOTE: You cannot enter a value.

Specify the field name as a fixed object when generating reports

1. Select Fixed in the drop-down list.
2. Enter a value in the next field.

   NOTE: To search for the exact text entered, put double quotes around the text. Use a comma to separate multiple values.

Add more filters

Repeat steps 9-12 above.

NOTE: Report results will match all filters combined.

Save the report

Click Save.

Save the report and view the results

Click Save and Run.

NOTE: Refer to Viewing/Exporting Reports for information on viewing the report output.