Content Manager 25.1 Web Client Help

# Creating a Report

Users can generate a Report using the Content Manager Web Client. The Report templates that are available via the Web Client are created and maintained in the Content Manager client by Content Manager Report Administrators.

To generate a Report:

1. Search for the Content Manager objects to be included in the Report using the Search Query or Search Form or Saved Search options, or by using the default searches found on object pages, for example, My To Do Items on the To Do Item panel.

2. Select the item, or tag multiple items, to include in the Report.

   NOTE: To apply a task to multiple items, the task option on the relevant object panel must be used rather than the task option within an open item panel. If the task option on an open item is selected the change will only apply to the individual item, not all selected items.

3. Click Show Report.

   The Create Report panel will be displayed.

4. From the displayed list, select the Report Template to generate the Report with.

5. Click Report. A Report requested with the Report name message will be displayed.

   CAUTION: Depending on the number of selected items and the type of Report being created, the Report generation process may not be immediate.

6. Once the Report has been generated, it will be displayed as an HTML page in the web browser. This can be saved or printed using the normal web browser Save or Print menus.

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Version 25.1 | Last updated October 2024
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Product: Content Manager 25.1

Topic Title: Creating a Report