Creating a Report in Content Central

In order to generate a Report in Content Central you must first log into Content Central with an Admin account to access the Administration section.

1. In the Administration section, go to the "Administration>Report Templates>" section, here you will see the list of Report Templates already created as well as a button at the bottom to Add a new Report Template. After clicking on the button, or the gear icon to modify existing Report Templates, you will enter the "Administration>Report Templates>Template Details" section of the Report Template where you can begin creating your Report. After you have finished creating or modifying the Report Template, you can click on the 'Apply' button to save the changes.

2. Next go to the "Administration>Workflow" section of Content Central, as the Report Template requires a Workflow Rule to be created with a Trigger and Action in order to generate the Report in Content Central. From this area go to the "Administration>Workflow>Triggers" section and click on the 'Add Trigger' button to create the Trigger. You will be sent to the "Administration>Workflow>Triggers>Trigger Details" section where you will need to change the Type to equal "Reports - Report Scheduler" and decide on how often the Report should be created in the Process Interval. After you have done this, you can save the changes by clicking on the 'Apply' button.

3. Next go back to the to "Administration>Workflow" section and then go to the "Administration>Workflow>Actions" section to create the Action needed for the Workflow Rule to generate the Report, click on the 'Add Action' button. You will be sent to the "Administration>Workflow>Actions>Action Details" section where you will need to change the Type to equal "Generate Report" and select the Report Template which you previously created/modified and wish to use. After you have done this, you can save the changes by clicking on the 'Apply' button.

4. Finally, go back to the "Administration>Workflow" section and then go to the "Administration>Workflow>Rules" section to create the Rule needed to generate the Report, click on the 'Add Rule' button. You will be sent to the "Administration>Workflow>Rules>Rule Details" section where you will need to Add both the Trigger and Action which were created in steps 2-3, after this is done you can save the changes by clicking on the 'Apply' button.

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