Creating reports
You can create a report with either a wizard for multiple data records in a list or, in a open data record for a data record.
The report data record type is dynamic: the results will differ at any given time depending on the data records included. The created report shows the data as a snapshot, which can then be saved as a CAS genesisWorld document data record or as a DOC, PDF or HTML file.
In the data record of a report, you can change the settings in the wizard for the filter, the user and the schedule. A preview displays the created report.
Wizard: Creating new reports
- Open the File menu and select New > Report. The Create new report wizard opens.
- On the Data record type page, select the data record type for which the report is to be created.
Once you have created the report, you will not be able to change this setting.
- Select a template on the Report templates page.
Templates are available for every data record type.
- On the Filter page, define which data records of this data record type are to be included in the filter.
- On the Team page, you select the users, groups, and resources whose data records are taken into account when creating a report.
Selecting teams
- If you select Only personal data records, only data records in which you have been entered as a participant are taken into account.
Data records are also displayed if you are a member of a group and the group has been entered as a participant.
- If you select Display own and public data records, your own and public data records are included.
Public data records are data records in which the group All (Public) has been entered as a participant.
- If you select Search all data records which can be accessed, the data records of all users to whom you have access rights are taken into account.
- If you select Display data records of selected users if access rights exist, the data records of selected users, groups and resources are included. You select the respective users, groups, and resources via two displayed lists.
- Move the users, groups, or resources to the Participants list.
Thereby, the data records in which theses users, groups, or resources have been entered as participants are included.
- For each setting, only those data records are displayed to which you have the necessary access rights.
- The settings on the Filter and Team pages of the wizard can be changed retroactively in the report data record window.
- On the Schedule page, specify whether the report is to be automatically created at set intervals and sent to certain users over the Notification and Action service.
Creating reports for list data records or for one data record
You can create a report in list views in an open data record.
- Open a list view.
- To create a report for specific data records you have to select the data records. Otherwise, the report is created for all the data records in a view.
Click the Report button on the toolbar.
- The Create report window will open, in this window you can select a template and create a report.
Using the Reports button on the toolbar in the data record window, you can create a report for the open data record.
Favorites for reports
You can select report templates as favorites. Once you have done this, the Reports button on the toolbar for a list or for a data record window will then display your favorites as a drop-down list. You can create a report quickly in this way without having to open the template selection window.
Click the Report button on the toolbar.
- In the Create report window select a report template.
- Click Add to favorites.
- For example, select 2 - 3 favorites.
Refresh the view in a list view.
You can save the data record in a data record.
A small black arrow is then displayed with the Reports button on the toolbar, clicking this arrow opens a drop-down list containing your favorites.