Creating reports in Xtendis 8

As a way of analyzing Xtendis, system administrators can create various reports using the Reporting page in the Functional management section of Xtendis.

This article explains how this is done.

Accessing the page

To access the page, access the Functional management section of Xtendis and in the menu on the left, click Reporting.

Types of reports

The reports that can be created are divided over the following tabs:

• General. Contains general reports:
• A list of all user accounts.
• A list of all user groups.
• A list of all archives.
• A list of all folders.
• The general permissions set for all users.
• The general permissions set per user group.

• Bound to an archive. Contains reports related to archives. Each report can be run for a specific archive:
• Security zone permissions per user. The calculated security zone permissions for all users.
• Security zone permissions per group. The calculated security zone permissions for all groups.
• Archive permissions per user.
• Archive permissions per group.

• Bound to a query folder. Creates reports based on an existing Search folder (folders for which the content is based on a query). The total number of items found is indicated in a badge.

File format

All reports are created in CSV file format. They can then be imported into a spreadsheet application such as Microsoft Excel for analysis.

Creating a report

Step 1. By default, a comma is used as the separator for the report. Depending on your regional settings, this may need to be changed to a semicolon. Do this by changing the Separator CSV files option in the General settings.

Step 2. Select the tab that contains the report you want to create.

Step 3. (For the tabs 'Bound to an archive' and 'Bound to a query folder' only) Choose the archive or query.

Step 4. Click the download icon for the report.

The CSV file is generated.

Depending on the settings of your Web browser, the file is either automatically saved (for example to your Downloads folder), or a window appears for choosing the location where the file should be saved.

Step 5. Once saved, open the file in a spreadsheet application such as Microsoft Excel.

Tip: To make sure that accented characters are loaded properly when importing a CSV file into Microsoft Excel, use the option Data > Import from Text/CSV instead of double-clicking the file from the folder, or instead of using the File > Open option. For details, see the Excel documentation.