About Reports

This topic provides some information about the creation of reports.

This page discusses:

Report Definition

To create a report, you need to define a template, an output format, and input parameters (data). Reports are stored in the database. Data are mixed with document structures to generate a final report formatted by an output format.

To generate a report, the following steps are required:

  • Create or add your output format from the Report Generation app.
  • Create and edit your template from the Report Template Design app.
  • Create your report from a template, an output format, and parameters. For more information, see Creating a Report.
  • Generate your report file. For more information, see Generating Report Files.

Target Document

A report can be linked to a target document.

A target document is a subtype of the DOCUMENTS type such as a document or a requirement specification.

If no target document is selected, in the user interface of the report creation, a target document is automatically created and associated with the new report. For more information, see Creating a Report.

Report Context

The Report command is accessible from System Finder.

For more information, see the System Finder User's Guide.

Report Window

The Report Generation window displays existing reports in a table.

Note: You have to customize the action bar to add Report Generation in the app. For more information, see Customizing Sections in the Action Bar.

The Report Generation lets you access the Report Generation window.

From this window, you can manage reports:

  • Create a report.
  • Generate a report file.
  • Open a generated report file.