Managing Report lists from Excel

Create a Report list

Excel > CCH® Tagetik > Report list

Excel > CCH® Tagetik > Design > (Left-hand panel) select form > > Report list

  1. Select the desired options.

Note: the Print and Disk or portal publication options are alternatives.

  1. If Print has been selected, set the printer to be used. If Disk or portal publication has been selected, set the publication to be generated, and the file name and path.
  2. If useful, set the recipients of the emails (see Indicate the email recipients.).
  3. Click Next.
  4. Select the desired form or node of forms and click .

Note: each form can be inserted into the Report list several times.

  1. Click Next.
  2. Defining and managing parameters for selected forms.
  3. To override tab filters, select Override tab filters, click , override the filters as desired and click OK: Ignore will appear next to the overridden parameters.
  4. Click Next.
  5. To override the individual form’s default settings, select the desired form and the desired settings, and customise them.
  6. Click Next.
  7. If Allow to specify output sheets sorting was selected in the previous window, a window will open to specify how the output sheets will be sorted. Select the desired sheet and drag it to the desired position, or use the buttons.
  8. Click Next.
  9. Set the Report list’s run and save options and click End.
  10. If Schedule the run was selected in the previous window, the Schedule Wizard window will open. Set the parameters as desired and click Next.
  11. If the window for setting the parameters defined as Run, set them and click Next.

If the Report list scheduling is not successful, to define an Excel-type TGKService, see TGK Service page.

Indicate the email recipients.

In Send mail > Recipients, choose one of the following options:

  • Type the desired email addresses, separated by commas.
  • Type the desired user’s username from the relevant CCH Tagetik list.
  • By selecting and the desired user, and clicking . If the user is not on the list, click and type the desired email address.
  • To indicate a reference user, type . The email will be sent to all users linked to the reference user.

IMPORTANT: the characters < and > are part of the syntax for inserting the name of the reference user.

Changing the Report list’s security password

In Navigation mode, click Change Report List Password on the multifunction bar.

Run a Report list

  1. In Navigation mode, open the desired form containing the Report list.
  2. If requested, enter the value of the necessary parameters: the system will run the Report list.
  3. To update the entire Report list, click . To update specific parts of the Report list, click and select them.

Once the Report list has been run, the system prints the forms according to the print areas defined within the various forms.