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Standard reports and categories

All reports are organized by categories. Each report must belong to one category, but you can have report shortcuts to the same report in more than one category.

The two types of categories are private and public. Both of these categories are available from the Report Browser.

Private categories provide shortcuts to reports that you created. Other managers cannot run or view these reports unless the owner makes copies of the reports available.

Public categories provide shortcuts to standard reports and reports that managers made available to others. Typically, application developers determine which standard reports are available to all work managers of an application.

The system populates and sorts standard reports into the following Public categories:

  • Removing standard reports and categories from the Report Browser

    You can customize which standard reports and report categories are included in the Report Browser in the Case Manager portal. By default, many standard reports and report categories are included in the Report Browser. Managers can run these standard reports, or save copies and modify the reports to meet additional business needs.

  • Creating a dedicated ruleset version for manager reports

    In the Report Browser in the Case Manager portal, managers create report definitions, report shortcuts, and report categories. To enable managers to create and modify these types of rules as they use the Report Browser, you must create a dedicated ruleset version for manager reports.

  • Running a report

    Access and analyze relevant information in clear and organized reports. For example, you can monitor system performance by running regular reports that can contain such details as the time spent to perform a task.

  • Learning about report types

    You can analyze data from different perspectives depending on the report type that you use. You can monitor detailed lists of the events that occur in your application, or view summarized numbers of the occurrences. For example, you can analyze the number of cases that have been resolved within the last seven days to assess user performance.

  • Usage reports

    Usage reports generate statistics about the usage and performance of report definition reports in the current application. Usage reports are defined in the Log-ReportStatistics class.

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