Summary

Use Discover to create reports based on InfoBurst system information and activity. Users can customize a report and schedule it for regular delivery in Excel format to their user profile email address.


Report Types

Reports are categorized by System, Objects, and Objects with References. Reports available under Objects return object information without references. Reports available under Objects with References are identical to Objects reports but also return object references. Be advised that Object with References reports can take longer to run based on the size of the InfoBurst system and performance of the InfoBurst database repository.


Run a Report

  • Select System > Discover
  • Select a report Category
  • Select a Report
  • Enter/select Parameters (if applicable)
  • Select Run


Save a Report

  • Run a report
  • Customize the report (optional - see Column Selection and Re-Ordering below)
  • Select Save As
  • Enter Name and Description
  • Select OK


Schedule a Report

  • Select Category > My Reports
  • Select report to be scheduled
  • Select Schedule
  • Select a frequency
  • Select Parameters (if applicable) and enter values or Macros
  • Select a Template (optional) for report delivery to destination other than personal email


Report Interactivity

Hyperlink


An object with a hyperlink can be opened directly from a report:



Expand

Select the arrow icon in the Refs column to view objects that reference a report object: 



Column Selection and Re-ordering

Select the Select Columns button to add/remove and re-order report columns:



Filter a Report

Enter a keyword in the Find.. box and Enter to filter a report. Enter <COLUMN>:<KEYWORD> to filter a column (example: Type:Portal).



Export a Report


Request a Report

Can't find the report you require? Add your report requirement in the User Influence forum and we will consider it for a future version.