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:

See Also
Output Formats
Reports Page

Generate the Content of Report Files

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

  1. From the Reports page, select one or more reports, and then click Actions > Generate .
    The generation process starts and you receive an email when the action ends.
  2. Optional: If the template contains post-editable texts or set fields:

    • Click the following hyperlink: "This generation needs a post-editing action", which appears in the Document column.
    • Complete the texts in the page report, which appears.
      Notes:
      • Previously set editable texts and set fields appear in the dedicated places.
      • A scrollbar with yellow markers helps you identify in the page all the texts to be completed. Click the markers to lead to the corresponding post-editable fields.
    • Click Done.

    You receive another email when the action ends.

The report list is automatically and periodically refreshed to display all the updated generated reports.

Warning: If another user starts a report generation, you cannot automatically see the report generation progression. You need to refresh the report list by clicking the Report tab to see the status progression of report generation.
Note: If a report file is generated for the first time, a target document is attached to the report. For more information, see About Reports.

You can now verify the report's content. For more information, see Visualizing a Generated Report File.

Generate Report Files 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 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.

  1. From the Reports page, select one or more reports, and then click Actions > Generate with Changes .
    The generation process starts and you receive an email when the generation ends.
  2. Optional: If the template contains post-editable texts or set fields:

    • Click the following hyperlink: "This generation needs a post-editing action", which appears in the Document column.
    • Complete the texts in the page report, which appears.
      Notes:
      • Previously set editable texts and set fields appear in the dedicated places.
      • A scrollbar with yellow markers helps you identify in the page all the texts to be completed. Click the markers to lead to the corresponding post-editable fields.
    • Click Done.

    You receive another email when the action ends.

The report list is automatically and periodically refreshed to display all the updated generated reports.

  • If the report file is generated for the first time with change tracking mode, the generation works as in the previous task. 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.

Warning: If another user starts a report generation, you cannot automatically see the report generation progression. You need to refresh the report list by clicking the Report tab to see the status progression of report generation.

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