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Managed Reporting Concepts

Managed Reporting includes the following components:

Domains. Domains are the highest level of organization. Domains provide data on a particular topic (such as sales, inventory, or personnel). The data is stored in different forms in the following domain components: predefined reports (Standard Reports), data sources used to create reports (Reporting Objects), and reports created and saved by users (My Reports, Custom Reports, and Shared Reports).

Standard Reports. A Standard Report is a pre-defined procedure that your Administrator creates and stores in a group folder or subgroup folder. You use Standard Reports to retrieve data that changes on a regular basis, for example, monthly inventory reports or weekly sales reports. Each time you run a Standard Report the output reflects the most current data, while the format of the report remains constant.

Reporting Objects. A Reporting Object is a tailored view of a set of data that your Administrator creates and saves to a group folder. You use the data contained in a Reporting Object to create personal reports quickly and in compliance with your company's reporting rules and guidelines.

My Reports. A My Report is a personal report you save while working in a domain. Once you access a Reporting Object and create a report, you can save the report as a My Report. Once saved, you can run or edit these reports. No other user has access to your reports.

Custom Reports. A Custom Report is a report that you create and edit using the HTML Report Assistant, HTML Graph Assistant, or the Editor. Custom Reports are located in the Custom Reports folder located under the My Reports tab in the Domains environment. Custom Reports are available to users who have been granted the Advanced privilege in Managed Reporting. Administrators automatically have the Advanced privilege and they can assign this privilege to other users and roles.

Shared Reports. A Shared Report is a My Report or Custom Report that another user has prepared and saved with the Shared Report capability. You can run a Shared Report from the Shared Reports tab. You can also copy it to your My Reports tab and then modify it without affecting the original report.

Note: Although you can share a Custom Report with other users, if the other user does not have the Advanced privilege, this user can only run and run deferred the report; they cannot save the report. If the user has the Advanced privilege, the user can run, run deferred, save, and edit the saved copy.

Static Reports. A Static Report is a type of Standard Report in which the output never changes. Unlike a regular Standard Report, which always reflects current data, a Static Report delivers a snapshot of data from a specific time. For example, a Static Report may be a Web page that contains a report.

Help System. Each domain may also contain a customized help system that you can access for specific information about your implementation of Managed Reporting.


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