Building a report

You can build reports based on report definitions that are created by a system administrator. A report can be based on the documents contained within a folder in the Explorer view, on a selection of documents in any Navigation view, or on a saved search (collection).

To build a report:

Select the folder in the Explorer view that contains the documents you want the report to contain. Or select the documents that you want the report to contain in any Navigation view or saved search.

Tip Select Select All from the Document menu or press Ctrl+A to select all documents in the current view.

Right-click the folder name or selection and select Build Report from the Folder or Document menu, respectively. The Select Report dialog box appears, listing the available report definitions.

Select options using the descriptions in the following table and click Generate. The report data is output to a file or the application, depending on the format selected.

Report generation options
Option	Description
Select the scope of the report	Select the documents that will be included in the report. If you want to include the documents contained within subfolders of the current selection, select the (Recursively) option.
Select the format of the report	Lists the standard output formats and any Microsoft Word report templates defined. Select one output format.
Save report in	Enabled if one of the output formats that create an output file (as opposed to sending output to the application) is selected. Type or select a location for the report output file.
Add to existing report	Adds output from the current report to existing output from a previous report.
Open report when done	If one of the output formats that create an output file (as opposed to sending output to the application) is selected, opens the resulting file in its default application.

Report generation options

Option

Description

Select the scope of the report

Select the documents that will be included in the report. If you want to include the documents contained within subfolders of the current selection, select the (Recursively) option.

Select the format of the report

Lists the standard output formats and any Microsoft Word report templates defined. Select one output format.

Save report in

Enabled if one of the output formats that create an output file (as opposed to sending output to the application) is selected. Type or select a location for the report output file.

Add to existing report

Adds output from the current report to existing output from a previous report.

Open report when done

If one of the output formats that create an output file (as opposed to sending output to the application) is selected, opens the resulting file in its default application.

All of the output formats produce a report that contains mostly metadata about the documents in the scope of the report except for Microsoft Word templates. These templates can include additional formatting, text, graphics, and even thumbnail images of the documents. Microsoft Word report templates can only be configured by a system administrator.

Tip The Text File output format can be used to create scripts for use by other applications such as AutoCAD. Such scripts can be used to process batches of vault documents for plotting, conversion, and other automation tasks.

Related concepts

About document security

Related tasks

Viewing the current workflow

Routing a document in a workflow

Assigning roles to a folder


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