Editing a keyword report

Keyword reports are generated by Infor Public Sector's data export engine based on keywords that you define in the Infor Public Sector Keyword Manager. Keywords serve as placeholders for the Infor Public Sector data that you want to make available for export. After you've defined keywords, you can use them in export templates, which define the structure of XML output files. You can also specify an XSLT style sheet that will be used to transform the XML. You can output the report as raw XML, text, HTML, or as an RTF file.

See Infor Public Sector Correspondence for more information.

  1. Select System > Agency Personalization > Reports Manager.
  2. In the Reports tree, browse to the report that you want to edit.
  3. Click the "Report" node.
  4. In the Display Text field, type the name that will be displayed for this report when the Reports button is clicked.
  5. Select Keyword from the Report Type list.
  6. Specify the path to the template that you want to use in the Template File Path field.
  7. Specify the path to the style sheet that will be used to transform the XML in the XSLT File Path field.
  8. Select the report's output method from the Report Output list.
    You can select one of four options: HTML, Text, XML, or RTF.
  9. Specify any other information about the report.
    • If you select Set as Default Print for this Page, Infor Public Sector will print the report when you click the Print button on the selected page. Note that this check box is not displayed if you're editing a general report.
    • The Email Method list is used to define how the report will be emailed. If you select Attachment, Infor Public Sector will send the report as an attachment. If you select Body, the report will be embedded in the body of the email. You can also select None. Note that this list is not displayed if you're editing a general report.
    • The Email Component field indicates the component Infor Public Sector will use to determine the email address a report should be sent to. For example, a building application report might use the email address of the primary applicant. You can click the popup button to the right of this field to select from a list of available business objects. Note that this field is not displayed if you're editing a general report.
    • You can use the Access ID field to specify the ID for the permission in Access Control that users will require to view the report.
    • You can use the Formula field to specify a formula that calculates whether the report is added to the page.
    • You can use the Required Component field to specify a business object property that must be populated for the report to be available. For example, if you are editing a work order report, you might specify WorkOrder.CompletedDateTime to indicate that a work order must have a completion date for the report to be available.
  10. Click Save.
    Infor Public Sector updates the report with your changes. If you changed the report's display text, the new name is displayed in the Reports tree.