Learning about the Reports application

The Reporting application can be accessed both through the Output Manager Console and the Output Manager Web Interface. There are many sample reports included in Output Manager. These reports provide summary and details of activity by user, department, document, and destination. Upon clicking reports in the tree, a panel displays with parameters. These parameters can be adjusted, after which the report displays up in the right side of the screen. Summary reports include hyperlinks to detailed reports. The Report Designer is used to edit and create new reports. It is accessed from the New Report menu.

Click the area of the window you want to learn more about.

The Reports ApplicationNavigation paneReport Preview windowMenu barToolbarStatus barParameters paneReports Preview window

Navigation pane

Reports are organized in folders. These folders define the permissions for users and groups to access reports. When you right-click an item in the navigation pane, the following options will display. The options listed will vary depending on if a report or report folder is selected.

Navigation Pane Option Description
Open

(reports only)

Opens the report in the active tab.
Open in New Tab

(reports only)

Opens the report in a new tab.
New Folder

(report folders only)

Creates a new report folder in the selected folder. A new folder entry titled “UnNamed” will appear in the tree. Type the new folder name and press Enter to create the folder. By default the new folder will inherit the security settings of its parent folder.
New Report

(report folders only)

Creates a new report in the selected folder. This option displays the New Report dialog box.
Rename Renames the selected folder or report.
Copy

(reports only)

Creates a copy of the selected report.
Edit

(reports only)

Edits the selected report in the Report Designer.
Delete Deletes the selected folder or report. Folders cannot be deleted if they contain reports or subfolders.
Security Opens the Security Configuration dialog box so that you can update the security settings. This option will define the type of access that users and groups have to the either the selected report or the reports contained in the selected folder.

Report Preview window

The Report Preview window displays a tabbed view of the Reports tree selection. By default, selecting reports in the tree will replace the report in the active tab. To open a report in new tab, right-click the report and click Open in New Tab.

When a report is opened the Parameters pane displays with parameters to configure. Complete the parameters and click Submit to display the report in the right side of the window. Summary reports include hyperlinks to detailed reports.

Your tree selection and open tab pages will be saved for the next time you open the application.

Menu bar

The menu bar displays below the tab title.

Menu Command Description
File Page Setup Allows you to change page orientation, select paper size, choose paper source, and change page margins.
  Print Displays the Print dialog box for printing the active report.
  Quick Print Sends the report directly to the default printer without customizing print settings.
  Export Document Exports the active report and saves the resulting file on your hard drive. You can choose one of the following formats: PDF, HTML, MHT, RTF, Excel, CSV, text, or image. You may be prompted to define format-specific options.
  Send via Email Sends the active report via email. You can choose one of the following formats: PDF, MHT, RTF, Excel, CSV, text, or image. You may be prompted to define format-specific options.
View Page Layout Changes the page layout to one of the following:
  • Facing — Arranges the pages side by side, displaying only one or two pages at a time.
  • Continuous — Arranges the pages in a continuous vertical column.
  Toolbar Shows or hides the toolbar.
  Status Bar Arranges the pages in a continuous vertical column.
  Customize Allows for customizing the Report Preview window.
Background Color Changes the background of the report to a specified color.
  Watermark Adds a text or picture watermark as the background of the report.

Toolbar

Toolbar

The toolbar displays the following information.

Option Description
Parameters Shows or hides the Parameters pane.
Search Displays the Find dialog box for locating text in the report.
Print Displays the Print dialog box for printing the active report.
Quick Print Sends the report directly to the default printer without customizing print settings.
Page Setup Allows you to change the print settings using the Page Setup dialog box. You can change page orientation, select paper size, choose paper source, and change page margins.
Scale Displays scaling options for changing the view of the report.
Hand Tool Enables or disables the use of the Hand tool. The Hand tool enables you to scroll content by dragging the document instead of using scroll bars.
Magnifier Enables or disables the use of the Magnifier. The Magnifier allows you to switch between 100% and "fit whole page" views. Click anywhere in the report to toggle views.
Zoom Out Decreases the magnification of the report.
Zoom Allows for selecting the zoom level from the drop-down list.
Zoom In Increases magnification of the report.
First Page Displays the first page of the report.
Previous Page Displays the previous page of the report.
Next Page Displays the next page of the report.
Last Page Displays the last page of the report.
Multiple Pages Displays options for viewing two or more pages at one time.
Color Changes the background of the report to a specified color.
Watermark Adds a text or picture watermark as the background of the report.
Export Document Exports the active report and saves the resulting file on your hard drive. You can choose one of the following formats: PDF, HTML, MHT, RTF, Excel, CSV, text, or image. You may be prompted to define format-specific options.
Send via Email Sends the active report via email. You can choose one of the following formats: PDF, MHT, RTF, Excel, CSV, text, or image. You may be prompted to define format-specific options.

Parameters pane

The Parameters pane allows you to control the data that displays in the report by changing the parameter values. The following parameters display for all reports. Additional parameters may display depending on the report selected.

Option Description
Start date Specifies the start date of the report.
End date Specifies the end date of the report.
Date range Specifies a date range for the report.

You can choose the last 7 days, the last 14 days, the previous month, month to date, or year to date.

Reset Clicking this button resets the parameters to their default values.
Submit Clicking this button submits the parameter values and displays the report.

Reports Preview window

The Report Preview window displays a tabbed view of the Reports tree selection. By default, selecting a report in the tree will replace the report that is displayed on the active tab.

Status bar

Status Bar

The status bar displays the following information.

Option Description
Page n of n Displays the current page and the total number of pages in the report.
Zoom Factor Displays the current zoom level of the report.