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Tools — Reporting

The following table provides a list of some of the commonly used tools for creating, editing, and managing reports.

Name

Purpose

  A  
Associations Association rules supporting reporting.
  C  
Categories Lists report categories for the current application.
Chart Editor Accessible from the Report Editor, the Chart Editor allows for rapid development of charts to illustrate the data in summary-type reports.
  M  
Maps Set default mappings for known map regions or areas to property values in a class.
  R  
Report Browser Enables managers to run, copy, and interact with reports in the Case Manager portal.
Report Editor Allows both developers and stakeholders, without developer permissions, to create and update report definitions. Accessible through the Report Viewer.
Report Viewer Allows display and interaction with reports based on report definitions.
Report Usage Gives access to reports on use and performance of report definition reports in the current application.
  S  
Settings Allows you to modify default settings for report definitions that control report size and how long a report can take to process; default settings for charts associated with summary-type reports; and relating class data to the regions of maps provided for use as charts.
Shortcuts Shortcut rules create links to personal reports that managers have created and can share.
SQL functions SQL functions define SQL expressions that can be used in the database queries that a report definition generates.
Scheduled tasks Lists the scheduled reporting tasks for the application.