BlueCielo Meridian Enterprise 2013 User's Guide | BlueCielo ECM Solutions

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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 Explorer view or on a selection of documents in any Navigation view.

To build a report:

  1. Browse in the Explorer 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 subfolders 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 Web Access are formatted as Comma Separated Value (CSV) files.

Related concepts

About Web Access

Understanding the shortcut menus

About read only Web Access

Related tasks

Opening a vault

Navigating to a document

Finding documents

Creating a folder

Creating documents

Downloading documents

Uploading documents

Working with document workflows

Working with work areas

Working with references

Working with hybrid documents

Setting personal preferences

Sending document shortcuts from Web Access

Logging off

Related information

Document shortcut menu details

Folder shortcut menu details

Selection shortcut menu details


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