Generating Report Files

You can generate report files from reports containing a template, an output format, and parameters.

Note: The generation file format is selected at the output format creation.

This task shows you how to:

Generate the Content of a Report File

You can generate the first version of a report file or a new version of an existing report file.

Before you begin: Create a report containing a template, an output format, and parameters. For more information, see Creating a Report.
  1. Select a service item or a service process object.
  2. From the Tools section of the action bar, click Report Generation .
  3. In the list, select a report and click Generate report .
    The icon turns into orange indicating that the generation is in progress.

A new version of the generated report file is created and associated with the selected report.

Note: If a report file is generated for the first time, a target document is attached to the report. For more information, see Target Document.

You can now verify the reports content. For more information, see Visualizing the Generated Report File.

Generate a Report File with Change Tracking

You can use change tracking to identify the modifications between two report files consecutively generated. To detect differences, you must generate the two versions with the change tracking mode. This mode only tracks textual and structural differences.

Important: The generation with change tracking is only available for .docx, .html, .rtf, and .xml output formats.

Before you begin: Create a report containing a template, an output format, and parameters. For more information, Creating a Report.
  1. Select a service item or a service process object.
  2. From the Tools section of the action bar, click Report Generation .
  3. In the list, select a report and click Generate report with changes.
    The icon turns into orange indicating that the generation is in progress.

A new version of the generated file is created and associated with the selected report:

  • If the report file is generated for the first time with the change tracking mode, the generation works as in the previous task. For more information, see Generate the Content of a Report File. The change tracking mode is now activated. The tracked changes appear in the generated report file in the next generation.
  • Otherwise, the generated report file contains tracked changes because of the modifications in the template or data.

You can now verify the reports content. For more information, see Visualizing the Generated Report File. The latest changes, such as added and deleted elements, are displayed as annotations in the generated report file.