Creating Configuration Reports - Workflow - English - Foundation 22.1 - OnBase - Premier - external - Standard - Premier - Standard

Workflow

Platform
OnBase
Product
Workflow
Release
Foundation 22.1
License
Premier
Standard

You can create configuration reports for life cycles. To create a configuration report:

  1. Select the life cycle you want to create a report from within the Workflow tab in the Repositories pane.
  2. In the Workflow ribbon, click Configuration Report. The Configuration Report dialog box is displayed.
  3. Select the format that you want to use from the Report File Type drop-down list. You can select XML Paper Specification (*.xps), Text (*.txt), HTML (*.htm), or MIME HTML (.mht).
  4. If you want to save the report to a Windows directory, select Save Report to File. Enter the path to the file in the field or click the ellipsis button (...) to browse to the directory.
  5. If you want to store the report in OnBase, select Archive Report (SYS Configuration Report). Enter a Description for the report. The report will be saved to the SYS Configuration Report Document Type.
    Note:

    This option is not available when the XML Paper Specification (*.xps) file type is selected.

  6. If you want to view the generated report, select Display Generated Report.
    Note:

    You must select at least one of the options on the Output tab in order to generate a report.

  7. Select the Options tab.
  8. In the Options tab, select the options for the information you want to include in the report.
  9. Click OK to run the report.