BlueCielo Meridian Enterprise 2016 User's Guide

Building a report

You can build reports based on report definitions configured by a system administrator. A report can be based on the documents contained within a folder in the Folders view or on a selection of documents in any navigation view.

To build a report:

1. Browse in the Folders view to the folder containing the documents you want the report to contain. Or select the documents that you want the report to contain in any Navigation view.
2. Right-click the folder name or selection and select Build Report. The Build Report dialog box appears.
3. Select a report definition from the list. Verify that the report scope is correct. If you want to include the documents contained within sub-folders in the report, select the Recursively check box. Click OK to continue.
4. In the File Download dialog that appears, click Save if you want to save the report file on your computer. Click Open if you want to open it immediately for viewing or printing. Click Cancel to abort the report.

Note    Unlike in PowerUser, where you can select the output format of the report or use Microsoft Word report templates, all reports output from the Meridian Web Client are formatted as Microsoft Excel files.