Creating New Columns - Report Mining - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Report Mining

Platform
OnBase
Product
Report Mining
Release
Foundation 23.1
License
Standard
Essential
Premier

The following steps describe how to create a new column and assign it a data type. To change the data type assigned to a column, see Updating an Existing Column.

  1. From the Report Mining dialog box, select the Report Mining process.
  2. Click Data Config. The Report Mining Column and Data Configuration dialog box is displayed.
  3. Select a Document Type from the Document Types drop-down list.
  4. In the lower text field under Columns, type the name of a new column to include in the output file.
  5. Under Data Types, select one of the available data types. Each data type is described in the following table:

    Data Type

    Description

    Static Text

    Static text is a specific word or phrase that is displayed for every record pulled from the selected Document Type.

    For example, if multiple Document Types are assigned to a process, the static text column can be used to identify the Document Type that a record came from.

    Keyword

    Keyword columns display a Keyword Value from the document containing the record. They can also contain the document's Document Date or Date Stored.

    Page Data

    Page data is a value that occurs on a specific line of each page and occurs only once per page. For example, this may be a report title or a page number.

    Record Group Single Data

    Single data is information that occurs only once within a record group and applies to every record in the record group. For example, this may be the name of a company or customer.

    Record Primary Data

    You must map one column (and only one column) as primary data.

    Primary data is key information that is available for each record in a record group. For each piece of primary data found in a document, a new row is generated in the output file.

    For example, each record in a document may contain a customer's account number.

    Record Secondary Data

    Secondary data is additional information about a record that occurs on the same line as the primary data.

  6. Click Create Column to save the new column and its data type association.
    If you are adding a column that has already been assigned to a Document Type, click Add Data instead. The Create Column button is unavailable if the column already exists in the process.
    The settings dialog box is displayed. See the following topics to configure settings for each data type.
    When you click Save or Cancel from the settings dialog box, the column and its data type are added to the Data Types Assigned to Columns list.
    Tip:

    To access settings again, select the column and click the Settings button.

  7. Repeat for each column to include in the output file.
  8. Repeat for each Document Type assigned to the process.