Creating a Keyword List Report - Web Client - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Premier - external - Standard - Essential - Premier - Standard - Essential

Web Client
Platform
OnBase
Product
Web Client
Release
Foundation 23.1
License
Premier
Standard
Essential

You can create a Keyword List Report for documents using the Create Keyword List option from the menu in the Document Select List. Selecting this option places any items that match the selected keywords into either a text document, or into an Excel spreadsheet. You can determine the keyword(s) you want placed in the report.

You can create the report for a single document, or for multiple documents in the Document Select List. To select multiple documents, select the first document, press and hold Ctrl on your keyboard, and then select any other documents you want to include in the report.

Note:

The Create Keyword List option is displayed only if the user has been configured with the Create List Report and Modify and View Keywords privileges. See your system administrator if you need these privileges.

To create a Keyword List Report:

  1. From the Document Select List, select the document(s) you want to include in the report.
  2. Perform one of the following actions:
    • Right-click on the selected document(s) and select Create Keyword List.
    • Click the Context Menu button in the upper-right corner and select Create Keyword List.
    The Generate List Report Based on Keywords dialog box is displayed.
    Generate List Report Based on Keywords dialog box.
  3. Type a name for the report in the Report Name field.
  4. Select the file format for the report. The options include Text File and CSV File.
  5. Select the Add keyword type names as header row to display the Keyword types in the header of the document.
  6. From the Available Keywords section, select the keywords to include in the report. Do one of the following to move keywords to the Selected Keywords section:

    • Select a single keyword and use the single arrow to move it over.

    • Select multiple keywords using the Ctrl key and use the multi-arrow to move it over.

  7. Select one of the following report options from the Report Options section:

    • Custom Separator. Separates the elements of the report with the custom character entered in the field. For example, if the separator is a comma, each item is separated with a comma as follows: Agenda Name, Agenda Item.

    • Newline Separator. Places each item in the report on a new line.

    • Tab Separator. Separates the elements of the report with a tab.

  8. Type the character to use as the delimiter in the Delimiter field. The delimiter is used to provide the boundary between report results. For example, "Agenda Name", "Agenda Item."
  9. If one of the keywords includes a date, select a separator from the Date Separator options. The Use default locale settings option detects the default locale of the workstation and uses the default date separator for that locale.
  10. Click Create. Depending on the browser you are using, either a dialog box is displayed with options on what to do with the file, or a pop-up menu displays at the bottom of the screen with the same options.
  11. Select from one of the following options:

    • Open with. Select how to open the file from the available options in the drop-down list.

    • Save File. Select to save the file to a location you choose.

  12. Select the Do this automatically for files like this from now on to save your selections.
  13. Click OK. The Keyword List Report is displayed with the options you chose.