The create report action is made available for projects where the opt-in reports feature has been requested to be enabled.

When the reports feature is enabled on a project the Create report action becomes available in the documents and topics table actions.

Select one or more elements in the documents table and open up the documents table action menu.

Select one or more elements in the topics table and open up the topics table action menu.

This is what the create report action can look like:

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This article contains information about the following topics.

When the create report action is clicked the generate report dialogue will open up:

Displays a count of selected elements (Excluding folders for document reports)

Displayes a count of elements that matches the current filter

The count includes folder items for document reports although these are not included in the report

Click continue to open the report on the reports page.

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This is what the new report page can look like:

Choose a pre-defined report based on the list of report templates that the project administrator has made available in the project.

For reports created from the documents table select from a list of available document templates.
For reports created from the topics table select from a list of available topic templates.

Save

This is what the save menu can look like:

The same report can be saved as any available filtype.
The available file formats are:

Click on a format to open the export settings menu.
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Export settings

This is what the export settings menu can look like for the Adobe PDF file format:

Click ok to save the report as a document somewhere in the documents library on Catenda from where it can be downloaded.
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​Save the report file

To be able to download the report it has to be saved somewhere in the document structure of Catenda first.

Choose the folder where you want to save the report, rename your report if necessary, and then click "Download".

The save document menu remembers the previous folder that was selected and only has to be configured once if the same folder is used every time.

A preview of the report is generated according to the default template.

Topics report

This is what a topics report can look like:

Documents report

This is what a documents report can look like:

Report templates are configured on the report templates page.

Saving report access required: Read access anywhere in the documents area.

Template configuration access required: Administrator