Configuring a keyword report

Keyword reports are generated by Operations and Regulations's data export engine based on keywords that you define in the Operations and Regulations Keyword Manager. Keywords serve as placeholders for the Operations and Regulations 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.

  1. Select System > Agency Personalization > Reports Manager.
  2. In the Reports tree, browse to the report that you are editing and click the report node.
  3. Specify this information:
    Display Text
    Type the name that will be displayed for this report when the Reports button is clicked.
    Report Type
    Select Keyword.
    Template File Path
    Specify the path to the template that you want to use.
    XSLT File Path
    Specify the path to the style sheet that will be used to transform the XML.
    Report Output
    Select the report's output method.

    You can select one of four options: HTML, Text, XML, or RTF.

    Email Method
    Select how the report will be emailed. If you select Attachment, the report will be sent as an attachment. If you select Body, the report will be embedded in the body of the email. You can also select None.
    Email Component
    Specify the component that will be used to get the email address that a report should be sent to. For example, a building application report might use the email address of the primary applicant.
  4. Click Save.