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Reports page

Sjaak Velthoven avatar
Written by Sjaak Velthoven
Updated over a week ago

The reports page can be found as the sixth item in the navigation menu.

The reports page is an on-demand feature that can be requested to be enabled for ongoing projects.

New projects that are created based on a template project where this feature is enabled do not have this feature enabled.

This page is part of the content panel.

With the reports page template reports can be created in a report editor.
Separate templates can be created for topics and documents.

When a template is available in a project the report action can be used with selected topics and documents to generate a report based on the selected template.

This article contains information about the following topics:

Search or filter options

See here to find out how best to search or filter in the reports table

Right menu

If any report rows are selected in the reports table, an info button will appear to the right of the search or filter bar.

The info button can look something like this:

In the right menu you will be able to see information about:

  • Report information

  • Revision information

  • Access control

  • Open approvals

  • Revisions

  • History

  • Collections

  • Linked objects

  • Topics

Click here to read more about the right menu.

Reports table

The reports table can look something like this:

The reports table works the exact same way as the documents table except only reports will show.

Click here to read more about how to work with tables in Catenda.

As soon as a report is created it will show up as a row in the reports table for the person.
The reports are also visible in the documents table.

Selected item actions

After selecting an element row selected item actions appear towards the top of the reports table.

This is what the selected item actions menu can look like:

Click here to read more about the selected item actions on the reports page.

Row content

Access

Rows on the reports page are displayed based on the access to the element.

Access required - Read

Folder row

Opening the content of a folder row changes the table to display the contents of that folder in the reports table.

Report row

Opening the content of a reports row opens the document preview of the latest revision of that report.

Row content with status workflow - Draft revisions

Opening the content of a report row with only draft revisions opens the report preview of the latest draft revision of the report.

Row content with status workflow - Workspace tab

Access

Rows on the reports page are displayed based on the access to the element.

With access to viewing shared revisions, the latest revision is displayed.

Access required - Access to viewing shared revisions in the report

Without access to viewing shared revisions, the latest published revision is displayed. Even if there are more recent shared revisions.

Access required - Read access to the report

Report content

Opening the content of a report row in the workspace tab opens the document preview of the latest shared revision, even if revisions in the report were previously published.

Row content with status workflow - Published tab

Access

Rows on the reports page are displayed based on the access to the element.

Report rows with at least one published revision are displayed.

Access required - Read

Report content

Opening the content of a report row in the published tab opens the document preview of the latest published revision of the report, even if there are newer shared revisions.

Columns

Some columns in the reports table are enabled by default while others can be hidden and have to be enabled.

Based on the configured column order the first columns are displayed while the table might have to be scrolled sideways to show other enabled columns.

The default order and visibility setting of the columns on the reports page is as follows:

  • Checkbox - Default

  • Name - Default

  • Revision - Default

  • Revision name

  • Status - Default

  • Size - Default

  • Labels - Default

  • Created

  • Published - Default

  • Links - Default

  • Custom field columns

Sub pages

The following pages can be found as sub-pages to the reports page:

  • Templates

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