The Review Set Summary Report provides an overview of each selected review set, including review set name, status, and number of items contained in the review set.
You must log on to the CommCell Console to access this report.
When to use this Report
You can use the Review Set Summary Report to review information about a review set. This report is useful if you need to know:
The name of a review set and the users that post to it
The sharing status of a review set
The number of items contained in a review set
What this Report Contains
This report presents the data in the following sections:
Sections
Description
Review Set Summary Report
This table provides information about review sets. Information displayed in the table includes:
The name of the review set
The sharing status of the review set, that is Shared or Not Shared
The user who last posted to the review set, and the other users that share the review set
Total number of items in a review set
How to Generate the Report
You can generate the default version of any CommCell Report on demand in the CommCell Console.
Before You Begin
Your CommCell user account must be assigned to a role that has the Report Management permission.
To view report data for an entity, your CommCell user account must have an association with that entity.
On the CommCell Console ribbon, select the Reports tab, and then click Other Reports > Discovery.
In the Report Selection dialog box, on the General tab, click Review Set Summary.
Select any of the options on the available tabs.
Click Run.
The report appears in your default Web browser.
Scheduling the Report
In the CommCell Console, select the Reports tab, and then on the ribbon, click the button for the report that you want to schedule.
The Report Selection dialog box appears.
Configure the report as needed.
In the Report Selection dialog box, click Schedule.
On the Schedule Pattern tab, in the Schedule Name box, enter a name for the schedule.
Select the interval at which you want the report to run: One Time, Daily, Weekly, Monthly, or Yearly.
In the Start Time box, type the time of day when you want the report generation to begin.
Under Repeat, specify the exact times and days that you want the report to run.
Click Ok.
Customizations That You Can Perform With This Report
You can further customize the report by using the tabs that are available in the Report Selection dialog box. The following table describes the available report options for this report.
Options
Description
General
You can generate any of the Discovery reports from this tab, including the Review Set Summary Report.
Review Set
You can set the report to display information for all review sets in the CommCell, or select individual review sets.
Web Server
You can set the report to display information for all Web servers in the CommCell, or select individual Web servers.
Output
You can set the report output to appear in one of several formats and save it to a variety of locations. Set any of the following options:
Generate the report in HTML, Text separated by commas or tabs, or PDF.
Enter a location to save the report in that location:
On your local computer
On a shared network drive
An FTP Location. Click Settings to specify an FTP location that is different than the default.
Choose a language from the Choose Locale list to set the report to appear in that language.
Enter a custom name for the report.
Select Date and Time, and then select a format from the list to set the format in which the date and time appears in the report
Additional Options
The following table describes additional operations that you can perform with the reports feature:
Option
Description
Related topics
Saving the Report Output
You can save the report output to a specified location.
In the CommCell Console, select the Reports tab, and then on the ribbon, click the button for the report that you want to save.
The Report Selection dialog box appears.
Configure the report as needed.
Select the Output tab, and then from the Output Format section, select a file format.
Select Output To, and then enter the location to which you want to save the report.
To save the report to your local computer, select Use Local Drive On, and then in the Report Copy Location box, enter a location.
To save the report to a shared network drive, select Use Network Share, and then in the Report Copy Location box, enter a location.
To upload the report to an FTP site, select FTP Upload, and then click Settings to enter the FTP location and your credentials.
You can use the default FTP location configured for the CommCell, or you can enter a different FTP location and credentials.
From the Choose Locale list, select the language in which you want the report to appear.
At the bottom of the Report Selection dialog box, click Run.
The report opens in the file format that you specified and a copy of the report is saved to the location that you entered.
Saving a Report as a Template
You can save the report settings as a template in the CommCell Console, and then run the report at any time.
In the CommCell Console, select the Reports tab, and then on the ribbon, click the button for the report that you want to make into a template.
The Report Selection dialog box appears.
Configure the report as needed.
At the bottom of the Report Selection dialog box, click Save As.
The Save As dialog box appears.
Select Save a Report, and then enter a name for the template in the box.
Click OK.
The report template appears in the CommCell Browser under Reports > My Reports.
Generating a Report from a Template
You can generate a report from a template at any time.
From the CommCell Browser, expand Reports > My Reports, and then click General.
The General tab appears in the CommCell Console.
In the General tab, right-click the name of the report that you want to generate, and then select Run Immediately.
The report opens in the format that is specified in the template.
Modifying a Report Template
In the CommCell Browser, go to Reports | My Reports | General.
The General tab appears in the CommCell Console.
In the General tab, right-click the name of the report that you want to change, and then select Edit.
The Saved Reports dialog box appears.
Select the Report Details tab, and then make changes on any of the available tabs.
Click OK to save your settings.
Cloning a Report Template
In the CommCell Browser, go to Reports | My Reports | General.
The General tab appears in the CommCell Console.
In the General tab, right-click the name of the report that you want to clone, and then select Edit.
The Saved Reports dialog box appears.
Select the Job Initiation tab, and then select Saved Report.
Select Clone this report as, and then enter a name in the box.
Click OK.
The cloned report appears in the General tab.
Deleting a Report Template
In the CommCell Browser, go to Reports | My Reports | General.
The General tab appears in the CommCell Console.
In the General tab, right-click the name of the report that you want to delete, and then select Delete.
A message appears that asks if you are sure that you want to delete the selected Report Template.
Click Yes.
The report is removed from the General tab.
Setting a Report Alert
This option allows users or user groups to get an automatic notification when a report is created. Follow the steps given below to set up the criteria to raise notifications/alerts:
In the CommCell Console, select the Reports tab, and then on the ribbon, click the button for the report that you want to set alerts for.
The Report Selection dialog box appears.
Configure the report as needed
At the bottom of the Report Selection dialog box, click Schedule.
The Schedule Details dialog box appears.
Configure the schedule as needed.
Select the Notification tab, and then click Add Alert.
From the Add Alert Wizard dialog box, select the types of notifications that you want to send, and then click Next.
Add recipients to the selected list.
To add a recipient that is a user in the CommCell, from the Available list, select a user, and then click Add.
To add a recipient that is not a user in the CommCell, in the Email to Recipients box, type an e-mail address.
The Command Line Interface allows you to generate reports from the command line. The commands can be executed from the command line or can be integrated into scripts. You can generate command line scripts for specific operations in the CommCell Console by using the Save As Script option.
To create an XML script that generates a report:
From the CommCell Browser, expand Reports > My Reports, and then click General.
The General tab appears in the CommCell Console.
In the General tab, right-click the name of the report that you want to save as a script, and then select Edit.
The Saved Reports dialog box appears.
Select the Job Initiation tab, and then click Save As Script
The Save As Script dialog box appears.
Enter the appropriate settings to generate a script file.
From the Client list, select the name of the client where you want to save the script.
In the Path box, enter the file path where you want to save the script, and then enter a name for the script file at the end of the path.
Ensure that the name of the file contains the .xml extension
Click OK to create the script.
A message appears that says that the script saved successfully.
Click OK.
The Save As Script and the Saved Reports dialog boxes close.
