The last step in report definition depends on the intended
output format and whether or not a template is used and is
performed with the Report Format property page.

Configuring
report format options in AM-Meridian 2003
In addition to the Microsoft Office output formats, reports can
also be output in plain text format. If a user selects this
format (or any other format except Word) and no template is specified then the properties defined
on the Report Data page are simply dumped to the output file
without formatting and using the delineator characters specified
on the Report Options page. If formatting is desired, then a template
must be defined using the Add button to display the New Report
Template dialog. Select the "Text based report generated from
script expressions" option, specify an output file name and
default output file extension.

Report
template options for formatted text output in AM-Meridian 2003
When these options are set, the expressions displayed on the
Report Format page are used to output text for the report's name,
header, one line for each document, and a footer. Convenient VB
Script editor buttons are provided for each expression that make
it easy to compose expressions using standard VB Script
functions and constants. The expression builder also includes a
limited number of object properties from the AM-Meridian API,
including Report and User and some useful functions. The editor
has a built-in script validator that helps prevent script bugs.
If Microsoft Word is your intended output format, then the
Templates section of this property page should be used to
specify an existing Word template file to which the output is
sent.
AM-Meridian imports a copy of this template so that it is used
for all reports, so the template should be re-imported if any
changes are made to the template source file.

Report
template options for Microsoft Word output in AM-Meridian 2003
The Word template should contain standard hyperlinks that define
which property should appear in the report output in each
hyperlink's location. Properties are defined by addressing the
correct property set and the property's Name (not DisplayName
property). This is different than the method used to address
properties in the Expressions section of the Report Format page. For example, the hyperlink to display the Revision
Number value in a Word formatted report should use AMVersionablePropertySet._VERSIONNUMBER.
An expression to output the same property to a text report
should use ReportRecord.Property("_VERSIONNUMBER").

Configuring
a property hyperlink in Microsoft Word
The final property page in Configurator, Report Options, allows
you to customize the characters used to delineate each property
and text strings when the output format is plain text.
Once a report definition has been created, it is not yet
available to be run inside PowerUser. Each report has an Execute
Report permission that must be set within Roles and Privileges
of Configurator. By default, no security roles are given
permission and must be set accordingly. If a report definition
uses a collection as its scope, that query must also be
executable by the role that will run the report. When permission
is granted to a user for a report, that report will list for
them in PowerUser either by clicking Vault>Reports or by
selecting Build Report from the context menu after right-clicking over a folder.
After selecting the desired report definition, run time options
can be selected for output. The available Scope options will
depend on whether a folder is selected or the root of the vault.
If a folder is selected, the report will include all documents
within the current folder (before any filtering performed by a query). An option is also presented to recurse all
subfolders. If the root of the Main area is selected, then a
list of all shared dynamic collections is presented for
selection.

Selecting report run time options in AM-Meridian 2003
Output format options will include the standard Office file
types, plain text (and Unicode), and any report definitions for
which the user has been granted permissions. If the "Open report
when done" option is deselected then an output file destination
may be selected. If this option is selected, AM-Meridian will
launch the correct application to view the report output when it
is completed. The file must then be saved from within the
application. The "Add to existing report" option will append the
new output to an existing report file.
Using Word templates is by far the most customizable and
flexible of all the AM-Meridian report format options. Besides
including hyperlinks to property values (even thumbnail images),
you have complete control over the aesthetics of each report
definition. Font attributes, colors, tables, logos, and more can
be used to create visually attractive and informative reports.
As with all programs, there are some limitations to
AM-Meridian's reports:
- Reports are not yet available from the web client.
-
MS Word 2000 must be used to create report templates.
-
Output data cannot be grouped or sub-grouped or summed.
-
Query (collection) parameters cannot be redefined at report run
time.
If you need the additional flexibility that these
limitations prevent, then consider using AM-Meridian's reports
or Archive utility to output raw data to a Microsoft Access or
Excel file and use Access, Crystal Reports, or some other
application to refine and output final reports. In spite of
these limitations, AM-Meridian's reports provide a useful
solution for the majority of reporting needs.