Report Management

When you have Reports under Administration opened, you can centrally manage all report and report groups, as well as the report workflows in the application by performing the following tasks:

• Refresh
  Refreshes the Reports tab to update the latest information.
• Save
  Saves changes to the report.
• Add
  Creates a new report group in the application as a container for other reports. If a report group is selected, you can add a new report to the report group. You can add a report group as a sibling or child of another report group.
• Edit
  Opens the Properties and Comments window for the currently selected report.
• Delete
  Deletes the currently selected report.
• Import
  Imports source data from outside of the CDM database.
• Export
  Exports content from Excel objects, Word objects, PowerPoint objects, and PDF objects from CDM into external files.
• View By
  Used when you manage application or report permissions, and when you associate users with groups.
• Rollforward
  Starts the Rollforward wizard.
• Cascade
  Starts the Cascade wizard.
• Change References
  Starts the Change Reference operation for the selected report.
• Manage Workflow
  Opens the Manage Workflow window where you can configure your report workflow. You can apply report workflow to one or more reports. If you select a report group and apply a report workflow, the workflow is applied to all of the child reports of this group.
• Workflow Template
  Associates a workflow template with the selected reports. If you select a report group and associate it with a workflow template, then all of the child reports of the selected group have this workflow template associated with them.