Running Reports

Webreports: During run-time, the Report Engine combines the XML data with the Crystal RPT template to produce the final output.

Running reports

IDM Reports: During run-time, the Report Engine combines the XML data with the MS Word template to produce the final output.

EPPlus Reports: At run-time, the Report Engine writes data to an excel spreadsheet (blank in-memory, or a saved template) to produce the final output.

You can launch a workflow to generate a report from the Reports tab or with the Launch Workflow button in the toolbar.

Tracking the report progress (WebReports)

A progress page is displayed while the report is generating.

The Optiva administrator can customize this page for your business site.