Creating Managed Reports Video

When CM4D Web was introduced in v21, some major changes were made in how generated reports were constructed and printed. This video explains the core component of report printing - Managed Reports - and how they are used within the CM4D system.

Managed Reports are defined by one or more Managed SheetSets from one or more Managed Documents, and can be used by either Scheduler or CM4D Web.

§        Scheduler prints a report for each Managed Report assigned to the Scheduler job, each report containing all of the SheetSets that are assigned to that Managed Report. The order in which the SheetSets are printed is determined by the definition of the Managed Report.

§        CM4D Web allows you to generate reports on-demand from a list of available Managed Reports. You can also create a new Managed Report or edit an existing Managed Report. Which SheetSets are available to be assigned to a Managed Report is determined by the Managed flag being set on the SheetSet in a Managed Document.