Creating Simple Reports


A simple report runs an XPath query against a single XML document that combines the XML documents you choose. Simple reports take no parameters and display results only as a list.

To create a simple report:
  1. Navigate to Administration > Reports.
  2. Right-click a folder in the Reports menu to contain the new report then click New Report > Simple Report.

    New Report > Simple Report

    The CMS creates the report under the folder and displays the report in the Reports Manager.
  3. Click the Configure tab then enter a report name in the Name field.

    Note
    The name displays in the Reports menu. Change the name as needed.
    .Report Name Field and Documents to Be Queried on Configure Tab

  4. Select the checkbox for each XML document to query under Documents to Be Queried.

    The CMS combines the selected documents into a single XML document before the query runs. The more documents you select, the slower the report runs.

    DocumentContents
    Site Reference DocumentPage data for the site, such as page names, IDs, schemas, assigned users, check-out status, and publish status.
    Users DocumentUser account data, such as user IDs, names, email addresses, last login dates, and user group associations.
    Workflow Definitions DocumentThe workflows set up for the site.
    Ongoing Workflows DocumentThe workflows currently in progress.
    Taxonomy Tree DocumentThe taxonomy categories and their hierarchy.
    Taxonomy Associations DocumentThe taxonomy categories assigned to each page.
    Publishing Targets DocumentThe site's publishing targets.
    Publishing Profiles DocumentThe site's publishing profiles.
    Page Cross-References Mapping DocumentThe links between pages.
    Lingual Mapping DocumentThe relationships between pages and their translations in other locales.
  5. Enter an XPath query in the Query field.

    The query runs against the combined XML document. For example, this query finds every user with at least one assigned page:

    Users assigned at least one page query example
    /*/UserManager/Users/User[@UserID = /*/Site//Page/@AssignedUser]
    For more sample queries, see XPath Query Examples for Reports.
  6. Set up the results table columns under Setup Results Table Columns.

    Each row represents one column in the results table. To show all attributes, select the check box in the header row. To change the column order, drag a row up or down by its dotted handle.

    To refresh the results table, click the reload button Reload Results Table Cokumn Settings above the attribute list.

    SettingDescription
    Attribute NameSelect the check box for each attribute to show as a column. The list shows the attributes of the elements that the query returns.
    Column LabelEnter the column heading that appears in the results table.
    Data TypeSelect how to display the column data:
    Text
    Displays the value as plain text.
    Page Id
    Displays the value as a page ID.
    Page Icon
    Displays the icon for the page type.
    Image
    Displays the value as an image.
    Integer
    Displays the value as a whole number.
    Float
    Displays the value as a decimal number.
    Date Time
    Displays the value as a date and time.
    WidthEnter the column width in pixels.
    ID columnID Column Key Icon

    Required. Click the key cell for the column you want as the ID, and then click OK in the Confirm ID Column dialog.

    Key cells appear at the far right of each row. A key icon ID Column Key Icon marks the current ID column, and you can set only one. To change the ID, click the key cell in a different row.

    Caution
    Choose a column with unique values. Duplicate values cause errors when you view results.
    Report Query and Setup Results Table Columns on Configure Tab
  7. To view the combined XML document that the query searches, click the View Combined Document for Query button View Combined Document for Query Button in the top right corner of the Configure tab.

    The combined XML document opens in your browser. Use the document to verify the element and attribute names, such as Page, Schema, and AssignedUser, for your XPath query.

  8. Click the Save Reports Configuration button Save Reports Configuration Button in the top right corner of the Configure tab.

Next Steps: Each report can have multiple schedules and each schedule can have its own reporting times and recurrence, and recipients list. You can create schedules on the report's Schedules tab.