Specifying report properties

Each report definition specifies the properties of each document that are output when the report is built.

To specify report properties:

  1. In Configurator, expand Reports in the configuration tree to display the existing report definitions.
  2. Select the report that you want to edit. The report’s property pages appear in the right pane.
  3. Click the Report Data tab. The report’s current properties are shown. These properties are output to the report if users do not select a Microsoft Word or Excel report template, in which case the template specifies the properties that are output.

    Note    For reports formatted with a Microsoft Word template, properties used by the hyperlinks placed in the template must be included in the Report properties list.

  4. Click the Edit button to modify the report.
  5. To include a property in the report, select a property from Available properties and click the right arrow button to add it to the Report properties list.
  6. To remove a property from the list, select the property and click the left arrow button .
  7. After you have selected the appropriate properties, use the up arrow button and down arrow button to arrange the order of the properties in the Report properties list. Their order determines the order in which they will appear in unformatted (not Word) reports, from left to right.
  8. Select a property from Sort on to sort the rows (values) in the report.
  9. To include document paths in the report, select options from Calculated properties.
  10. Click OK to save your changes.