Creating and editing reports


	BlueCielo Meridian Enterprise 2012 Configuration Guide \| BlueCielo ECM Solutions

You are here: About reports > Creating and editing reports

To create or edit a report:

In Configurator, expand Reports in the configuration tree to display the existing report definitions.
To delete a report, select the report and on the Edit menu, select Delete.
To edit an existing report, select the report. The report’s property pages appear in the right pane.
To create a new report, on the Edit menu, select New Report. A new report is added to the configuration tree and the report’s property pages appear in the right pane.
On the General page, Click options or type values using the descriptions in the following table.

Report definition general options
Option	Description
Display Name	Type the name of the report as you want it to appear to users. This name should reflect the business purpose for which the report is designed.
Name	A default internal name is calculated. Accept the default in most cases.
Scope	Select an existing shared dynamic collection from the list for which the report should be a scope option for users. This option is useful for common reports that must always contain information about the same set of documents. Click Definition to edit the collection. If no collection is specified, the users must select a different scope for the report.

To restrict the use of this report to specific users, click the Privileges button. For more information about security roles, see Understanding security roles.
Select options on the Report Format page as described in Formatting report output.
Select options on the Report Data page as described in Specifying report properties.
Specify characters on the Report Options page if the report will use a standard text format.
Click OK to save your changes.

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