Define a Run a Report Action

Use the Run a Report Action to run a Report that was created using the Cherwell Report Writer™. For example, add a One-Step™ Action to an Automation Process to periodically run a Report of all open Incidents assigned to you, and then print the Report or save it to a file.

To define a Run a Report Action for a One-Step Action:

1. Open the One-Step Editor.
2. Add a Run a Report Action to the Designer Board.
3. Define properties for the Run a Report Action:

   Option	Description
   Name	Provide a display name for the Action (this is how the Action is identified within the One-Step Action).
   Report	Click the Ellipses button to open the Report Manager and select a Report for the Action to run.
   Data	Select the data to use for the Report: Use Report Criteria: The Action runs the Report exactly as designed (example: Against a particular Search Group). Current Record: The Action runs the Report against the active record (the single record selected before running the One-Step Action). Current Group: The Action runs the Report against the current group of records. For example, run a Quick Search for all Incidents containing the word print, and then execute the One-Step Action. The list of records resulting from the search become the data for the Report.

4. Define an option for outputting the Report after it runs:

   Option	Description
   Print	Select this radio button to print the Report. Then, select a printer in the drop-down (the drop-down shows the connected printers). Click the Settings button to open the Print Options window and define the number of copies to print and whether or not to collate.
   Write to File	Select this radio button to export the report to a file, either: Specify a filename: Provide text. Click the Selector button to insert Tokens (example: Fields, System Functions, Prompts, Expressions, Stored Values, Metrics, and Counters) directly into the text. Click the Browse button to select an existing file from your computer. In the drop-down, select a file format. CSM supports the following export formats: Adobe PDF Bitmap CSV EMF Excel HTML JPEG Plain Text PNG Rich Text TIFF Note: If the Report is exported to an existing file, the Report overwrites the data in the file. If the Report is not exported to an existing file, a new file is created.

5. Define Annotation properties.
6. Click Save.