In General

With DocuNotes report tool, data can be extracted, e.g., search results or views on the DocuNote database and/or other databases. When extracting data from databases, specific report templates can be predefined/developed to process and present large amounts of data, such as diagrams.

An example of a report as seen by the user. Presentation of data from reports is shown here on a related tab on the front page in the DocuNote client.

Reports can also be inserted via a metadata field on the case metadesign. This function can, among other things, help the user get an overview of eg. related cases, key figures, or something entirely different.

In DocuNote's Report Manager, reports that deliver data from other systems can also be loaded. For example, key figures from an ERP system or similar that relate to the case being worked on can be displayed on the metaform design.

An example of a report shown on a metaforms design on a case. The data basis for the report comes from Navision.

Overview

The DocuNote Report Manager lets you administer the reports that are created with standalone Telerik Report Designer. Telerik Reporting solution offers a very convenient object model integration with DocuNote client, letting you create rich interactive and reusable reports to meet your business needs.

The common procedure of report creation is as follows:

1. Design the report in the Telerik Report Designer.
2. Upload report as TRDX (Telerik Reporting Definition XML) file to DocuNote database.
3. Render the report within DocuNote application.

<aside> ⚠️ Please note:

• The module permission 'Access to Report Centre' should be activated to access the Report Manager.
• The reports could be also uploaded and configured by the administrator in the License Manager. For details, see the Reports guide.
• It is quite technical to develop report by your own and the license to Telerik Report designer is not included in your DocuNote solution and should be purchased directly from Telerik. </aside>