Editing reports

Reports are a special type of data record type. You create reports with a wizard.

• Creating reports

If you change settings on the Filter or Team tabs after you have created a report, the changed settings are applied the next time you create a corresponding report.

Report data record window

General tab

Subject field, here you should enter a name for the data record. Subject field, here you should enter a name for the data record. The data record is usually displayed under this name in all views. Another important field can be displayed in the dossier below the Subject headline. The administrator defines this option in the Management Console.

Longer text for data records is entered in the Notes field. This field contains an editor.

• Entering notes: Text editor

• Create opens Crystal Reports Viewer which you can use to export or print reports.

Printing and exporting reports

The newly created report is displayed in Crystal Reports Viewer. To print or save the report, click on the corresponding buttons in the window.

• You can export reports in the following formats: RTF, XLSX, or PDF.
• The report you generated can also be created as CAS genesisWorld document data record. The archive file can also be received in RTF, XLSX or PDF formats in the document data record.

Schedule tab

• If you select the Send report automatically checkbox, you can then specify when and to whom the report is to be automatically sent.

In the process, the format is sent which is being used for the report, for example, PDF, RTF or XLS.

• Click the Select button to open the Select participants window. The report can also be sent to these users over the Notification and Action service.

Users who you select in this window are added to the report's data record as participants.

• If you activate the Send also the notes of the report option, the contents of the Notes field in the report data record are transferred into the e-mail via which you are sending the report.

If the option has not been activated, the text of the report is transferred to an e-mail.

• Under Recurrence pattern, select whether a new report is to be created and sent daily, weekly or monthly.

The Last day of month entry in the Calendar day drop-down list provides an automatic date selection for all months.

• The settings on the Schedule tab can also be defined on the Report rules tab.

• Report rules