Executing Advanced search reports in Alfresco

This functionality allows you to run a report on any search a user makes in the advanced search or share web client.

Users are allowed to preview and export search results in the desired format using advanced search. This is very powerful because this way users can take advantage of the existing Alfresco customizations(data types, advanced search) and have that information available to automatically be able to generate reports.

For a user can see enforcement actions must have at least read access to a space that "hangs" the root of EvoReports within the data dictionary.

We perform an advanced search in Alfresco Share

On the search results click on "Run Report", only users with permissions can see this link.

The system presents a screen where you can select the report you want to run.

On the next screen you can add sort fields and preview the report execution in various formats. The available sort fields are those defined within the template as fields. If you select the preview opens a new browser window showing the execution of the report.

On the next screen you can save the report execution within the alfresco repository for consultation. Simply fill the name, format and the space where you want to store.

We perform an advanced search

On the search results select "Run Report", only users with permissions can see this link.

It presents the system running reports wizard, in the first step select the template you want to use to run the report.

 

On the next screen you can add sort fields and preview the report execution in various formats. The available sort fields are those defined within the template as fields. If you select the preview opens a new browser window showing the execution of the report.
 
On the next screen you can save the report execution within the alfresco repository for consultation. Simply fill the name, format and the space where you want to store.