Working with the Report Browser

In the Case Manager portal, the Report Browser provides access to all of the reports that are available to you. You can use the Report Browser to complete the following tasks:

• Browse and search for existing reports that are available to you.
• Select and run reports, displaying the results in the Report Viewer.
• Create new reports and modify copies of existing reports.
• Share reports with colleagues.
• Re-organize reports within categories that you define.
• Schedule reports to run at a certain time, or on a recurring basis at regular intervals.
• Subscribe to receive the results of scheduled reports.

To open the Report Browser in the Case Manager portal, click Reports in the menu on the left side of the page.

When you run a report in the Report Browser, the results display in the Report Viewer. From the Report Viewer you can complete various tasks, depending on the permissions set by the report creator. You can:

• View report results.
• Modify the filters in the report to refine the results.
• Edit the report using the Report Editor.
• Print the report.
• Export the report to an Excel spreadsheet or as a PDF file.

Basic concepts

The Report Browser displays report shortcuts (rules that point to report definitions and allow you to run them), grouped into report categories (rules that contain sets of report shortcuts). While report shortcuts and categories are normally created automatically as users work with the Report Browser, developers can also create report shortcuts and categories.

You can edit the Category rule if you do not want categories to display in the Report Browser.

In the Report Browser, users can copy shortcuts for the same report into different categories to organize reports. See About Shortcut rules and About Category rules.

When the Report Browser opens, it lists the reports you ran most recently in one tab, and all reports to which you have access in a second tab.

• Use the search box to search for reports. By default, the Recent reports option is selected, which lists the 10 most recently run reports. Click All reports to show all available reports. Click the X to the right of the search box to remove the search terms and refresh the display.

  Click the name of any category to display the reports whose shortcuts are in that category. The number following each category link indicates the number of reports available in that category.

• Filter the list of reports by type (Charts, Summaries and Lists) by selecting the check boxes.
• Run a report by clicking in the row of the report shortcut.
• Click the gear icon in the row of the report shortcut to do other operations. Depending on your privileges, the options might include:
  • Edit: Edit the report title or description.
  • Move: Move the report shortcut to a different category.
  • Copy: Copy the report shortcut to a different category.
  • Delete: Delete the report shortcut. If you delete a shortcut, and there is no other active shortcut for the associated report definition, the action deletes the report definition as well as its shortcut.
  • Schedule: Schedule the report to run on a one-time or recurring basis. You can also use this option to subscribe to a scheduled report and enable other users to subscribe to it.
  • Subscribe: Receive email notifications with attached report results each time the report runs.
  • Unsubscribe: Stop receiving email notifications when the report runs.
• Create a report by clicking the Add report button. When you create a report, you must save the report in one of your private categories. If you did not create a private category, the system creates one for you called "My Reports."
  
  In the Create New Report form, provide the required information:
  
  • Case Type: Select the primary type of data the report will include.
  • Report Type: Select whether the report is a list, summary, or chart.

When you create a report, the report uses a default format suited to the case type and report type you selected. The system displays the report in the Report Editor, where you can modify and save it.

The case types that are available include all work types within the current application. If the Access of Role to Object instance for the manager’s role specifies a value of 5 (Production Level access) for the Modify Rules and Delete Rules controls, the list of available classes also includes: Assign-Worklist, Assign-WorkBasket, Data-Admin-Organization, Data-Admin-Organization, Data-Admin-OrgDivision, Data-Admin-OrgUnit, and Data-Admin-Operator-ID.

Categories

All reports are organized by categories. Each report must belong to one category, but you can have report shortcuts to the same report in more than one category. The two types of categories are Private and Public.

Add a category by clicking the Add category button and specifying the required information. You can rename a category by clicking the gear icon.

Standard reports

The system populates the Report Browser with many standard reports. These reports are found in the following Public categories:

• Monitor Assignments
• Analyze Performance
• Analyze Quality
• Monitor Processes

You can run these reports right away. You can also save copies of the reports into your private categories and modify them to provide the customized view or specific schedule that you need.

To remove these reports and their categories from the Report Browser:

1. Save a copy of the report's shortcut rule, or the category rule, into your application RuleSet.
2. Set the availability of the rule to Blocked, and save the rule.

Use a dedicated RuleSet version for manager reports

Typically, managers do not need the ability to check in or check out rules; however, in the Report Browser, user actions create report definitions, report shortcuts, and report categories. To allow managers to create and modify these types of rules as they use the Report Browser, complete the following steps:

1. Create a production RuleSet dedicated to manager reports. The RuleSet is of Standard type and must have at least one unlocked version. Do not select the Use check-out? check box.
2. Ensure that the Allow Rule Check-Out check box is not selected on the Security tab of the Operator ID form for each manager.
3. On the Definition tab of the application rule, list this RuleSet version in the Production RuleSets array. Do not list this RuleSet version in the Application RuleSets array.
4. For the access group associated with the managers, on the Advanced tab, list this RuleSet version in the Production RuleSets array and as the Default destination RuleSet.

Related information

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