Prepare a report from My Reader

DI.12 Reports

Reports are one of the ways you can share or publish information from Digimind Intelligence.  To find out more about the other publication options you can read this post.

Any DI.12 user can create a report (readers, trackers, animators and administrators).  The user decides what to include in the report and when to generate it.  The file can be in various formats, including .doc, .pdf and .xls.

One strong advantage of using reports is that they are well-adapted to longer articles and in-depth analysis. 

Reports can be structured using the folders in a project.  Tags can be used to select the information  you would like to include in the report.  To find out more about working with tags and folders in a project please follow this link.

There are several standard Digimind report templates available for you to use.  However, we strongly suggest that you personalize your templates so that they match your corporate graphic guidelines and include your logo.

Use My Reader to Prepare a Report

The My Reader interface lets you select the information you would like to include in your report.  Use the filters inside My Reader to preselect relevant information (click to here to find out how to use filters in My Reader).

Then click on the Actions button and select Create a Report.

You will then be able to select the pieces of information one by one, or select all.

Then click on Create report:

On the next page you can name your report, select the file type and decide which template to use:

From here you can click to create the report or you can open the advanced fields for more options.

Advanced Fields Report Generator

The first option in the advanced fields concerns the order in which your information is presented in the report.  You can display by information or by folder.

by info				The information will be presented in one section. You can present the information by: creation date (most recent first) update date (most recent first) date of original publication (most recent first) title (in alphabetical order)
by folder				The report will be diveded into sections based on the names of the folders you have selected. You can present the information by dates (see above). If any information has been duplicated and stored in more than one folder you can select to display it once only. You can decide how much of the folder path name you would like to include in the report as section headings. The project / folder / sub-folder will appear as a section heading in the report (display full path).  You may want to include only the destination folder (display only the name of the folder). You can take the name from a given point in the folder path name (display path from level)

The next section of the advanced fields will allow you to complete certain zones on your report.  Some of the report template contain a space for a signature, the names of the recipients and a free field.  If you are working on a tempate that contains one of these fields you will be able to specify the text you want to include. 

The first time you create a report you may not be sure which, if any, of the fields are on your report template.  In this case, leave the fields empty at this point.  You will be able to see them and edit them later, when you have created your .doc report.

At the bottom of the advanced fields you can select which parts of the information you would like to include in the report.  Some of the fields are preselected (as shown below).  These are the default settings but you can click to deselect these and select other options.

* To find out more about the validation process and these options you can read this post.

Below you will find an example of a report created using the Digimind Standard report template:

First page and contents
Other pages, two column layout
Section headings with full folder path
Folder Source type Importance Reliability Personal Comments   Links   Date of publication Tags