Report Overview

In CDM, the administrator creates reports and assigns users the ability to work on various parts of the report. Users can access data, adjust, or calculate data values, and present data with formatting, text, and images.

User Object Summary Tab

When you open a new or existing report in CDM, you first view it in the User Object Summary tab, which displays information about the report as it is completed. The work area of the User Object Summary tab lists the report objects for which you have workflow permission to view or edit. You can review report objects that you have checked out or that other users have checked out. You can also view report objects checked out by other users for which you have workflow permission. Double-click a report object in the report tree to open that report object.

You can view the following information in the columns of the User Object Summary tab area for reports, and sort the columns in ascending or descending order by clicking the column header.

• Name
  The user-specified name of each report object in the report.
• Document Type
  The purpose of a Word object. For example, if the Word object contains page setup content, the document type is PageSetup.
• Printable
  The print setting for the report object. A check mark indicates that the object is printable. An x indicates that the object is not printable. Only the documents and objects marked as Printable will be included in the final generated report.
• Report Object Due Date
  The date when the report object must be complete, as set by the administrator.
• Workflow Status
  The current workflow state for the report object. The state can be updated at any time by an administrator or by a valid user in the workflow approval process.
• Workflow Due Date
  The deadline for completing the workflow process for the report object, as assigned by the administrator. A deadline is displayed only if the administrator set a deadline within the workflow process for that report object.
• Checkout Status
  The checkout state for the report object. An object is checked in or checked out (locked) by the current user or another user. A message appears on your screen, identifying the person who checked out the report object.

The following commands are available on the ribbon for the User Object Summary tab:

Open a Report

To edit the content of a report, you must sign in to CDM, and then open the report.

You can use several methods to open a report:

• Click File > Open > Reports, and double-click the report that you want to open. After the report is open, the User Object Summary tab displays. You can optionally export the content into a CSV file by right-clicking in the work area and clicking Export as .csv.
• If you opened the report previously, and you want to open it again, click File > Recent, and then double-click the report that you want to open.
• On the quick access toolbar, click the Open icon, and then double-click the report that you want to open.
• If you receive an email indicating that the report object is ready for review, you can click the report object name to open the report object directly.

Copy a Report as a URL

To copy a report as a URL, select the report name in the report tree, and then right-click and select Copy as a Link. This action allows you to send the location of the report as a URL. When a user clicks the URL, the report opens directly in CDM if the user has the appropriate View Report permission.

Lock a Report

If a report in CDM is nearing its deadline for filing, you can lock the report. Locking a report prevents any updates to variables, data queries, and reference objects when new information becomes available in the source. This is useful when the report does not require a refresh for new information, for example, if the user is nearing quarter close when data needs to be finalized.

Users granted the Manage Report Workflow permission can perform this task.

To lock a report:

1. Open the report that you want to work with.
2. Select the report.
3. Click Home > Lock Report or Report Object.
4. The report is locked as indicated by the Lock icon in the report tree and the Lock Report or Report Object command on the Home tab remains highlighted.
5. To unlock the report, click Home > Lock Report or Report Object. The command is no longer highlighted and the report is unlocked.