Whether you need to document or present information about your objects, you can use predefined or custom reports to do so. You can also print, copy and save, or export reports.
This document describes how to create report templates, upload the report templates to CentraSite and run the reports.
The content is organized under the following sections:
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Introduction | Gives an overview of the report template. |
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About Report Templates | Contains an overview of the system and custom report templates in CentraSite. |
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Objects for Which You Can Generate Reports | Lists the objects for which you can generate reports. |
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Who Can Generate Reports? | Describes the permissions needed to generate reports. |
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Who Can Create and Manage Report Templates? | Describes the permissions needed to create, edit or delete a report template. |
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Adding a Custom Report Template | Describes how to create a report template. |
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Associating a Report Template with an Object Type | Describes how to associate a report template with one or more object type(s). |
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Setting Permissions on a Report Template | Describes how to set instance-level permissions on a report template. |
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Viewing the Report Templates List | Describes how to view the list of report templates in CentraSite. |
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Generating a Report | Describes how to generate reports using the report templates. |
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Viewing or Editing the Properties of a Report Template | Describes how to view or modify a report template. |
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Deleting a Report Template | Describes how to delete a report template. |
