Reporting category — Tools page

List View and Summary View reports are not automatically visible in the Report Browser. Use the Add Reports to Report Browser tab to create shortcuts in the browser to all the reports of a selected category for the selected application.

To add a shortcut in the Report Browser to a single List View or Summary View report, use the New button on the Shortcuts tab on the Reporting Components landing page.

Display the tab by clicking > Reporting > Tools > Add Reports to Browser:

• Select the Application and Version for the reports you are adding to the report browser.
• In the Owner field, enter "ALL" or an operator ID to give access to the report to the whole team or to a specific team member.
• Select All Categories or a selection of specific categories to indicate the reports to add. You can add all of the reports of a given category, or none; but you cannot select a sub-set of reports from that category to add to the report browser.
• Specify the destination RuleSet and RuleSet version for the report shortcuts the tab creates.
• Click Submit to add the reports, or Cancel to leave the tab. The tab creates the necessary categories and shortcuts to make the reports available.

Note that the tool adds all reports from the specified category. You cannot select which reports to add, but you can later remove shortcuts to unneeded reports from the Report Browser.

You can modify the reports from within the Report Browser once they are added. See Using the Report Browser.

Use the Monitor Activity Workspace to access and run V5 reports and charts. This tab presents links to six categories of V5 reports.

Reports about work (in the current application are organized as in the Monitor Activity workspace of the WorkManager portal.

Each group covering a category of reports, and includes starting points for the V5 Report Wizard.

Reports on rules and reports on data operate system-wide. The results do not depend on your current RuleSet list or current work pool.

Reports on work items and assignments depend on the current work pool. The work pool name appears at the top of the workspace. Select File > Open > Work Pool > name to select the work pool to be covered in a report.

Using the workspace

Reports on assignments and work items operate as in the Monitor Activity workspace of the WorkManager portal, reflecting only the assignments and work items in one currently selected work pool. Select Switch Work Pool in the application menu to identify your current work pool — marked with a dot — or to change your work pool to another listed in your current access group.

Reports on rules and reports on data operate system-wide. The results do not depend on your current RuleSet list or current work pool.

If an area appears collapsed, click to expand the area and view the links in the area. Click a link to execute a report. You may be prompted for parameters.

Use the Report wizard to define and customize interactive V5 reports for yourself or others who share an access group.

The V5 Report wizard presents a series of panels that prompt for each element needed in a report definition. When you complete a report rule, the system creates a list view rule or summary view rule from your inputs. If you have the appropriate access role and RuleSets, you can later update the created summary view or list view rule directly, if desired.

You can't use the V5 Report wizard to create report definitions.

To learn more about the wizard, see About the V5 Report wizard.