Administrator Guide > Desktop and Ribbon Bar > Reports > Reports Administration |
New reports can be created to view information about applications in the Lifecycle Management Suite. Reports can run and managed from the Work section in the Ribbon Bar.
Clicking in the Ribbon bar opens the Reports page. From this page, administrators are able to create, copy, edit, and delete reports.
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All reports share common attributes that are defined when creating, copying, and editing a report.
Within the Define tab, enter the general information for the report.
The following attributes are defined within this tab:
Attribute | Description | ||||||||
Name | Enter a name for the report. This is a required field. | ||||||||
Description | If necessary, enter a description for the new report. | ||||||||
Report Type |
Select a Report Type from the drop-down. This determines what fields are included within the report data. The following report types are available for selection:
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Report Creation Type |
Select the Report Creation Type from the drop-down. The following options are available:
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Upload Report Definition | Click Browse to upload a saved RDL file. This field is only enabled for Pre-defined reports. |
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The Fields tab is only enabled when a Standard Report is being created. |
Field attributes enable administrators to select the fields that display in the report. The order that the fields are listed in this tab determines the order in which they appear within the report.
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Twenty commonly-used Aggregates and Ratios and ten commonly-used Scores can be configured within Field List Configurations. These configurations allow Primary and Joint Applicants, aggregates, ratios, and scores to be displayed in a single row within a report for easier readability. For more information, see the Field List Configuration topic. |
The Fields tab displays the following columns of information about each field:
Column Name | Description | ||
Field Path | Displays the path of the field in the database. | ||
Display Name | The name of the field as it appears in the report. Users can change the name by clicking within the column. | ||
Sort | Defines how the field data is displayed. Clicking within the column opens a drop-down in which the user can select None, Ascending, or Descending. | ||
Sub Total |
Performs calculations at a group level. Clicking within this column opens a drop-down including the following options:
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Grand Total |
Performs a total calculation for all records in the report according to the calculation type selected. Clicking within this column opens a drop-down including the following options:
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Decimal Places | Defines the number of decimal places. This column is used for interest rates only. |
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The Criteria tab is only enabled when a Standard Report is being created. |
Within the Criteria tab, use the criteria builder to specify what data is included in the report.
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When a date range is not specified within the report criteria and the report is configured to prompt the user to enter a date range, the End Date range assumes a time of 00:00:00 if a time is not appended to the end date when the report is run. To ensure information for the desired end date is included within the report, users can add a time in 00:00:00 format to the End Date or select a date that is one day ahead of the desired end date. For example, if a report is to include information from 4/1/2015 to 4/28/2015, in order to ensure information for 4/28/2015 is included, a date range of or 4/29/2015 or 4/28/2015 11:59:59 PM must be entered as shown in the below example: |
For more information on the Criteria Builder, see the Criteria Builder Help topic within this guide.
Within the Schedule tab, determine if the new report is to run on demand or based on a schedule. If Based on a schedule is selected, users can define when the report is to be run as shown in the below example:
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The SQL Server Agent service must be started in the database in order for scheduled reports to run. If SQL Server Agent service is not running, an error is received when trying to access a scheduled report in the Lifecycle Management Suite. |
Security attributes enable administrators to assign available Users and/or Groups access to the report.
The following Security attributes are defined within the Security tab:
Attribute | Description |
Assign Users | Select users from the Available Users list and move them to Assigned Users to provide users access to the report. |
Assign Groups | Select groups from the Available Groups list and move them to Assigned Groups to provide groups access to the report. |
If Based on a schedule is selected in the Schedule tab, the Subscribe tab is enabled. Users can enter email addresses within the text area to receive the report results once the report is run. For this feature to work, system email settings must be configured in System Management > Administrative Settings > Email Settings.
The Categories tab provides administrators with the ability to assign the report to specific categories.
The following attribute is defined within the Category tab:
Attribute | Description |
Assign Categories | Select a category from the Available Categories list and move to the Assigned Categories list to make the report accessible to the category. |
To create a report, click within the Reports page.
The New Report screen appears:
Complete all Define attributes within the Define tab.
Once all Define attributes have been entered, navigate to the Fields tab and perform one of the following actions:
The field list that displays is dependent on the Report Type selected in the Define tab. The field list is a feature used throughout the Lifecycle Management Suite to define the fields to display on reports, views, and exports. It is also used in criteria building for reports, views, exports, and searches.The field list is a feature used in criteria building for searches.
In the below example, the field selector has been accessed through the Fields tab when creating a new report.
By default, the field selector opens in a tree format with expandable folders and sub-folders. When using the Field Tree format, click the arrow next to the folder name to expand or collapse. Expand the folders until the desired field has been found, or search for the field by entering any text into the search text box and hitting Enter on the keyboard. Click on the field to highlight it blue and double-click or select
at the top of the field selector window to add it to the field list.
In the example below, the Applicants folder and the Primary Applicant and Current Address sub-folders are expandedthe Applicants folder and the All Applicants and Addresses sub-folders are expanded.
To change the view of the field selector from a tree to a search grid format, click the View drop-down and select Search Grid.
Locate the desired field by entering any search text into the text box and hit Enter on the keyboard. A list of results display including the field name and location. Click on the desired field to highlight it blue and double-click or select
to add it to the field list. Click on the field to highlight it blue and select an Operator and Value to build the search criteria.
When all fields have been added, define the report criteria within the Criteria tab.
After the report criteria has been defined, navigate to the Schedule tab to determine a schedule for when the report is to be run.
Once a schedule has been set, assign users and/or groups access to the report from the Security tab.
If Based on a schedule was selected in the Schedule tab, navigate to the Subscribe tab and enter the email address(es) to receive the report results.
If desired, assign categories access to the report from the Categories tab.
Upon completion of all report attributes, system administrators have the option to use the following functions provided within the Reports page:
When finished all report configurations, click or
to create the new report and return to the Reports page.
The new report populates within the grid in the Reports page and can be run/accessed by all users with appropriate permissions.
If changes are made to the report Fields or Criteria, select Save and Edit Design or Save and Reset Design within the Save drop-down to overwrite the report's previous design.