Configure Managed Reports

In the Managed Report dialog, configure the properties that define the Managed Report.

Set the Report Properties:

Enter a Label for the report.

Enter the Report Name. This can be a string, CM4D variables, or a combination of both. See here for more on report names.

Select a Report Depository.

Select the Tag Source. See here for more information on sources.

Choose the Report Contents:

In the left window, there are two options:

Select one or more SheetSets from the current document.

Select a different Managed Document.

Click the arrow to add the highlighted SheetSets to the selected list on the right.

Repeat until all desired SheetSets are in the right window.

In the right window, you can change the sheet order or remove sheets from the selected list.

Use the Move Up/Move Down buttons to adjust the SheetSet order to change the print order of the SheetSets as they will appear in the final PDF report.

Click the arrow to remove the highlighted SheetSets from the list.

The Thumbnail used for the Managed Report is taken from the first SheetSet (Ord 0) in the report list.

Click OK to save the settings and close the dialog.

 

Related Tasks:

Access Managed Reports

Deleting a Managed Report

Related Concepts:

Managed Report Administration

Search for a Managed Report

Related Reference:

About Managed Reports

Managed Report Names

Report Depository

Report Tags

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