Quickstart Guide: Create and Publish an Editable Report
Create and publish a report to display objects and attributes.
To create and publish an editable report:
Create the report
- Click Report Editor to open the Report Editor.
- Click New to create a new report.
- Enter a Name and a Description for the report and click OK
- Click New Paragraph and choose Object Attribute Table.
- In the Object Attribute Properties screen, open the Data tab.
- On the Data tab, choose an Object Type for the report.
- In the Attribute Columns section, tick the checkboxes beside each of the attributes that you want to display in the table.
- Click Apply to apply your changes.
- Click Bind Data to bind the data table columns to the report table
- Click OK to save your changes.
- Click Save to save the report.
Preview the report
- Select a value for the Area/Group parameter and click Update
- On the Report Editor toolbar, click PDF to run the report and create PDF output. When the report is displayed, check that the output is what you expected.
Publish the report
- Choose File > Publish from the menu to open the Publish Report screen.
- Choose a Major Category and a Minor Category for the report. These determine where the report will appear.
- Add an access authority to the form as follows:
- Click Add to open the Insert Authority screen.
- Select a Role for which this authority will apply.
- Select ALL PARTIES to make the report available to any party logging in with that role.
- Click OK.
- Click OK to save your changes.