3-0117 - Content Server WebReport Design

Duration: 2 days

The 2-day course provides the core information you need to implement and deploy solutions to fulfill your organization's reporting and custom application requirements with WebReports. This course introduces Content Server WebReports basics and, on Day 2, moves into more advanced topics.

The intended audience is people who want to create WebReports or at least have a detailed knowledge of how they are created and what is possible. It is also intended to help administrators of systems with WebReports licenses. The course is suitable for power end-users, report developers, business analysts and administrators.

Highlights:

• WebReport basics including Data Sources and output Destinations
• Scheduling WebReports
• WebReport Tags, Links, Constants, User Prompts, and Parameters
• Filtering WebReport results
• WebReport Sub-Reports
• Utilize more data Sources for your WebReports and data Source Parameters
• Accessing different types of Content Server data
• NodeAction and UserAction Sub-Tags
• WebReport Variables and Variable Action Sub-Tags
• Utilize WebReport Tags to Sort results
• Initiating workflows with WebReports
• WebReport Triggers, Power View and Administration

On completion of this course, participants should be able to:

• Create WebReports that display results in custom formats in the browser, save report results as documents in Content Server or deliver reports by email
• Configure a WebReport to run on a Schedule
• Use WebReport tags to filter data, control page content or convert data like node IDs or user IDs into names or other useful information
• Use Sub-WebReports to combine results from multiple WebReports to create a very basic dashboard
• Create WebReports that trigger workflows
• Sort WebReport results simple and complex Sort Tags
• Use Advanced Search to launch WebReports to provide custom search results
• Use saved Search Queries (including the advanced Search Query Language) as a data source
• Understand WebReports using Ajax
• Understand options for OScript integration

Audience

• Business Analyst, Administrator

Prerequisites

• 1-0184 Managing Documents in Content Server
• 1-0185 Collaborating in Content Server
• 3-0127 Content Server Schema and Report Fundamentals
  AND
• A strong understanding of Content Server functionality; in particular, you need to know about the types of items that can be added to Content Server such as Categories and Attributes, notification, users, and groups, however, Administration-level training is not required
• Basic knowledge of HTML tags and formatting