Creating List Reports - Web Client - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Premier

Creating List Reports - Web Client - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Premier - Essential

Web Client

Platform

OnBase

Product

Web Client

Release

Foundation 24.1

License

Standard

Premier

Essential

If you have the appropriate user rights, you can create a list report of selected documents or all documents in a Document Search Results list or envelope. A list report lists the Auto-Names assigned to the documents, as well as the total number of documents included in the report. The report also identifies the date and time of report creation and the user name of the report's creator. You can display this report in its own Web page for temporary viewing, print the report, store it in OnBase for future retrieval, or export it to a Microsoft® Excel® file for additional analysis.

Note:

The Create List Report option is displayed only if the user has been configured with the Create List Report privilege. See your system administrator if you need this privilege.

The following example illustrates a list report that has been stored in OnBase.

Select one or more documents from the Document Search Results list. If you do not select any documents, the list report will automatically list all of the documents in the Document Search Results list.

Note:
You can select documents only from the current page of the Document Search Results list. Ctrl-clicking and Shift-clicking do not carry from one page to another. If you need to display more results on one page, increase the results per page setting in the Document Search Results list options.
Perform one of the following actions:
- Right-click and select Create List Report.
- Click the Context Menu button in the upper-right corner and select Create List Report.
The List Report Options dialog box is displayed:
From the Range options, select All Items or Selected Items:
- Select All Items to include every document in the Document Search Results list in the list report.
- Select Selected Items to include only the selected document(s).
  
  Note:
  If you did not select any documents in the Document Search Results list, the Selected Items option is unavailable.
Under Report Destination, select one of the following options:
- Select Display on Screen to display the list report in a new View List Report window without saving it to OnBase.
  
  While viewing the list report in the View List Report window, you can print the list report by performing the Ctrl + P keyboard shortcut.
- Select Store as Document to save the list report as a text document in OnBase.
  
  When you select this option, the list report will be displayed in the Document Viewer after it is saved. The text document is stored in the SYS List Contents Reports Document Type.
- Select Export to Excel to display the list report as an Excel file that can be saved externally.
  
  You can choose whether to display the Excel file in .xls or .xlsx file format.
Under Other, select from the following options:
- Page headers identify the date and time that the report was created and the user who created it. To remove page headers from the report, clear the Generate Page Headers check box. If this option is selected, the page headers will be displayed on every page of the report.
- Summary information is the total number of documents in the list report and the amount of time required (hours, minutes, and seconds) to create the report. It is typically displayed at the end of the report. To omit summary information from the report, clear the Generate Summary Info check box.
To provide your own summary information about the report, type a description in the Report Summary field.
If you are storing the report as a document in OnBase, limit the description to 100 characters. The Report Summary field accepts more than 100 characters, but only 100 characters are displayed on the document stored in OnBase.
Click Create. The system creates the list report and displays it according to the selected Report Destination.
If you selected Export to Excel, you may be prompted to open or save the report file. Click Open to display the file in Microsoft Excel, or click Save to save the file to a local hard drive or network share. Note the following browser-specific details:
- Internet Explorer: If only the View Downloads button is displayed, widen the export browser window until Open and Save are displayed. Alternatively, you can click View Downloads and then open or save the Excel file from Internet Explorer's downloads window.
- Safari: Users are not prompted to open or save the file. Instead, the report file is saved to the directory specified in Safari Preferences.
If you selected Display on Screen, you can print the list report from the View List Report window by pressing Ctrl + P.

Tip:
If you selected Display on Screen and you decide you want to save the report, you can copy the text from the browser window and save it to a text file.

Note:
If you stored the report as a document but you lack rights to the SYS List Contents Reports Document Type, you cannot view the report. Contact your system administrator for assistance.