Using the Report Browser

• Search for reports by entering text in the Find Reports field in the left panel, and clicking the magnifying glass . You can also browse for reports by category: click any category that appears in the left panel, and its contents appear in the Report Browser. The category link provides a hint to its contents with a number in parentheses to show the number of reports available in that category.
  
  In the Report Search Results display, click a report to display it. Right-click to see further report information, including who created it and what category it is in, and to display the Edit, Copy, and Delete buttons.
• Click the New Report link to create a new report. When you create a report, the system saves it into one of your personal categories. If you have not created a personal category yet, the system creates one for you called "My Reports".

  Click the New Report link to display the "Create a New Report" form. Provide the required information:

  • Data Type: Select the data type the report will cover.
  • Report Type: Select "List" or "Summary"

  When your entries are complete, click OK.

  When you create a new report, the report uses a default format suited to the report type you selected. The system displays the report in a Report Editor, where you can modify it to more precisely satisfy your requirements, and save it.

Note: The list of classes available includes all work types within the current application. If the Access of Role to Object instance for the manager’s role specifies a value of 5 (Production Level access) for the Modify Rules and Delete Rules controls, the list of available classes includes: Assign-Worklist, Assign-WorkBasket, Data-Admin-Organization, Data-Admin-Organization, Data-Admin-OrgDivision, Data-Admin-OrgUnit, and Data-Admin-Operator-ID.

• Click the New Category () icon to create a new Category. In the form that appears, provide a Category Name and a Category Description. For the Owner Type select Personal, Shared, or Standard. Depending on your privileges, you may not be able to create all three category types.

Developers and managers can create categories () to organize reports, and can provide shortcuts to give colleagues access to personal reports. Every report must belong to a category but shortcuts to the same report can appear in more than one category. Three report category types are available:

•  Personal type — These categories contain shortcuts to reports that you created for your own personal use. They are accessible within the Report Browser only by you. They only appear in report search results for you. When you create a new report in the Report Browser, it becomes part of one of your personal categories. You can later add shortcuts to it in your shared categories.
•  Shared type — Users create shortcuts to reports they wish to share with colleagues, and place those shortcuts in their Shared categories. The immediately become available to colleagues in the user's access group.
•  Standard type — Application developers create or identify Standard reports. These are available to all work managers of an application. PRPC provides more than 90 standard reports.

You can create categories for your  Personal and Shared reports and may, depending on your permissions, be able to create Standard categories.

The system populates the Report Browser with many standard reports. These reports are found in the Standard Reports folders:

• Monitor Assignments
• Analyze Performance
• Analyze Quality
• Monitor Processes

You can run these reports right away. You can also save copies of the reports into your personal categories and modify them to provide the information you want.

If you want to remove these reports and their categories from the Report Browser, follow these steps for each report and category:

1. Save a copy of the report rule or category rule into your application RuleSet.
2. Set the availability of the rule to Blocked, and save the rule.

Click a category to display a list of shortcuts to reports in that category. Each shortcut displays the title, name, and description of the report. Right-click the shortcut to see additional information.

You can click any column heading to sort ( or ) the displayed shortcuts by the values in that column.

Each report can be assigned to multiple categories, so you may see several shortcuts to the same report.

You can drag and drop any shortcut into one of your Personal report categories, or from a Personal category into a Shared category. The Copy Report Shortcut form appears to allow you to manage information contained in the new shortcut.

Right-click a shortcut to display three editing options. Depending on your permissions, you can

• Delete the shortcut (if it is one of your own personal shortcuts).
• Copy the shortcut to a different category — any () Personal or () Shared category.
• Edit the shortcut, changing its title or category.

When you delete a shortcut, and there is no other active shortcut for the related report, the report is deleted as well.

You can modify the way the list of report shortcuts displays on the right side of the Report Browser.

• To the right of the header for each column is a small down-pointing triangle. Click the triangle to display a selectable list of entries for that column. To filter the list to only show a subset of reports, check the checkboxes beside the terms that you want to include in the display. In this way you can quickly (and temporarily) reduce the display to an easily-searchable subset of available reports.
• To adjust which columns appear in the list of available reports, click the down-pointing triangle to the right of any column header, as explained above. At the top of the form that appears is an "Add/Remove Columns" link. Click the link to display a selectable list of columns available for the display of report shortcuts. Make sure only the columns you want to have appear are selected and click "Apply". You can update your column selections at any time.
• To change the left-to-right order of columns, click a column header and drag it left or right in the display.
• To sort the display by the values of a particular column, click the column header. To reverse the display order, click the same column header again.

The Report Browser lets you run reports on a schedule you specify: once a week, every hour, or at some other interval; once, indefinitely or over some period of time. You can subscribe to reports and receive their output by email, and add other application users to the distribution list for reports you have scheduled.

• Scheduling reports
• Subscribing to reports

Typically, managers do not need the ability to check in or check out rules; however, when you create a report in the Report Browser you also create a report definition. To allow managers to save and revise reports that they create in the Report Browser, complete the following steps:

1. Create a production RuleSet dedicated to manager reports. The RuleSet is of Standard type and must have at least one unlocked version. Do not select the Use check-out? checkbox.
2. On the General tab of the application rule, list this RuleSet version in the Production RuleSets array. Do not list this RuleSet version in the Application RuleSets array.
3. For the access group associated with the managers, list this RuleSet version in the Production RuleSets array (on the Layout tab) and as the Local Customization RuleSet (on the Settings tab).
4. Ensure that the Allow Rule Check-Out checkbox is not selected on the Advanced tab of the Operator ID form for each manager.

The Report Browser is defined by standard sections Data-Portal.pzMgrMonitorActivity and Data-Portal.pzReportsContainer. You can make Report Browser features available in a custom (composite) portal by including these sections in a harness that is part of the portal. See PDN article 26343 How to add the Report Browser to a custom composite portal.

For additional instructions and examples, see these PDN articles:

• 36286 Reporting in V6.2 — Nine tutorial videos
• 26098 Using the Report Browser to share reports