Out-of-the-box reports
The Reports Manager includes some standard reports that are available out of the
box. These reports are displayed in the
tree in the Reports Manager, but they are not enabled by
default.
You can enable each out-of-the-box report that you want to use by selecting its check box in the
tree. The report is then displayed in the menu for the page to which it is attached.There are two types of out-of-the-box reports: Birst and IDM document output.
To use an out-of-the-box IDM document output report, you must also upload the report template in IDM. The templates to upload are found in the Reports\idm folder in the File Manager. For example, to use the Bill Template report you must upload bill template.docx in the Reports\idm\Billing folder.
There is one particular out-of-the-box IDM document output report that requires some additional configuration. For the Bill Template report (under
) you must create a workflow formula to set the values of some of the parameters that the report uses.See Final bill report.