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managed-reports.svg The Managed Reports tab contains blades where you can administrate the General Reports and User Reports needed to print reports via CM4D Scheduler and ATS Reporting. Functionally, General Reports and User Reports are the same. The only difference is that User Reports are private reports for the user who created the report, so it is always generated in a subfolder for that user inside the User Depository. General Reports are accessible to any users with appropriate access rights and are printed to assigned Depositories. 

What are Managed Reports?What are Managed Reports?A Managed Report is a collection of one or more Managed SheetSets from one or more Managed Documents. Managed Reports are used by CM4D Scheduler or ATS Reporting to generate printed Reports. The SheetSets assigned to the Managed Report define the contents of the final generated report. A Managed Report may contain one or more SheetSets from one or more Managed Documents. The order in which the SheetSets are printed is part of the Managed Report definition. Managed Reports are created by Document Managers using the Report Manager in CM4D Classic or in the CM4D Configuration Plugin. See the topic Managed Reports  for more background details.

General Reports

general-reports.svg The General Reports section of the Managed Reports module in the CM4D plugin is where you create, view or delete Managed Reports available for printing by multiple users through CM4D Scheduler and ATS Reporting. To access this section, you must have the Document Manager user right. 

The General Reports tab is only visible to users with the Document Manager privilege.

See the topic Managed Reports - General Reports for details.

User Reports

user-reports.svg The User Reports section of the Managed Reports module in the CM4D plugin is where you can create, view or delete your own personal Managed Reports for printing through ATS Reporting.

See the topic Managed Reports - User Reports for details.

Manage a New Report

New reports are created by clicking  plus Add in the top right of the Reports card. The New Report blade contains all the report fields. These properties may be edited once the report is created by selecting check-circle Open from the report grid row Actions menu.

  1. Click Add to create a new report.
  2. Set the Report Properties:
    1. Enter a Label for the report.
    2. Enter the Report Name. This can be a string, a CM4D variable, or some combination thereof.
    3. Select a Report Depository (General Reports only). User Reports are automatically assigned the UserDepository.
    4. Select the Tag Source.
  3. Choose the Report Contents:
    1. Click plus Select SheetSets to open the Select SheetsSets blade.
    2. Click rotate-ccw Load SheetSets to see all available SheetSets in the grid.
    3. Check the boxes for the sets to include in the report.
    4. Click Save and Close.
    5. Once returned to the SheetSets blade, you can change the sheet order or remove sheets from the list.
  4. Click Save and Close.

For more details, see also:

Managed Report Names

Report Depository

Report Tags (Tag Source)
Report Properties
Report Contents

Delete a Managed Report

Deleting a Managed Report removes the report definition from the database. Deleted Managed Reports are no longer available for generating reports with CM4D Scheduler or ATS Reporting. Deleting the Managed Report does not delete any existing PDFs created using that Managed Report. All PDFs remain on the file server until manually deleted by an Administrator.

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