Defined Reports

Report Properties
Opens the Report Properties dialog.

Edit Report
Opens Microsoft SQL Server Report Builder for editing reports.

Open for Copy
Opens the Report Properties dialog as a copy of the selected report.  This is useful when defining a new report that is similar to the existing one.

View ad-hoc Report
An ad-hoc copy of the report will be displayed in the Therefore™ Solution Designer.

Note: This is only a preview report which can not be saved.

Delete Report
Deletes the report.

Report Properties Dialog

Report template

Select a report template saved in the folder Templates.

Report Name

The report name that will be listed in the Therefore™ Solution Designer.

Title

The title that will appear on the report document itself.

Category/Case/Workflow Process

The name of the category, case or workflow the report is based on.

Report Period

Select a pre-defined interval definition or use a custom VB script to define the report period.

The subscription function requires the Reporting Extension to be installed during the Therefore™ Setup. Please refer to the Installation Manual for more details.

Generate Report

Select how often the report will be generated. Choose between daily, weekly, and monthly.

Rendering Format

The report will be saved in this format.

Start time

Select the time of day the report will be generated.

Days

Select on which days the report will be generated.

Months

Select in which months the report will be generated.

Week of month

For monthly reports, select on which week the report will be generated.

Calendar days

Select on which calendar day the report will be generated.

Send E-mail
Check this box in order to enter the configuration properties for sending generated reports by email.

Edit Report Window

Clicking this option opens the report in a third-party report builder tool, such as Microsoft Report Builder. Documentation for the options found in the tool is provided by Microsoft.