Entity Detail Report
The Entity Detail report provides selected information about one or more entities. Use the filters to display only the entities and fields you want to view in the report. By default, the report includes non-empty header and detail information, notes, status, and references for each entity.
Report Parameters
Use the filter fields in the Report Parameters section to define the results of your report.
Filter Field (*Required) |
Description |
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*Entity Request Type |
Select the type of entity for which you want to run the report. The entity type determines the selectable values in certain filter fields. |
*Include Closed Requests |
Select Yes to include entities whose status is Closed. Select No to exclude entities whose status is Closed. Only survey and workstream entities can have the status of Closed. |
Entity Numbers |
Select zero, one, or more entity numbers for which you want to create a report. All entities with the selected number(s) are included in the report. Leave this field blank if you want to display all entities of the selected type. |
Status |
Select zero, one, or more statuses for which you want to create a report. All entities of the selected status(es) are included in the report. Leave this field blank if you do not want to filter by status. Status selections are determined by the entity type you selected in the Entity Request Type field. |
Owner |
Select zero, one, or more owners for which you want to create a report. All entities owned by the named persons are included in the report. Leave this field blank if you do not want to filter by entity owner. |
Created By |
Select zero, one, or more creators for which you want to create a report. All entities created by the named persons are included in the report. Leave this field blank if you do not want to filter by an entity's creator. |
Creation Date From |
Select a date after which the creation of the entity falls. All entities created after the selected date are included in the report. Leave this field blank if you do not want to filter by creation date. |
Creation Date To |
Select a date before which the creation of the entity falls. All entities created before the selected date are included in the report. Leave this field blank if you do not want to filter by creation date. |
Last Update Date From |
Select a date after which the last modification of the entity falls. All entities modified after the selected date are included in the report. Leave this field blank if you do not want to filter by modification date. |
Last Update Date To |
Select a date before which the last modification of the entity falls. All entities modified before the selected date are included in the report. Leave this field blank if you do not want to filter by modification date. |
Description Contains |
Enter alphanumeric words or phrases that are part of the entity's description. All entities that include the word or phrase in the description are included in the report. Leave this field blank if you do not want to filter by description. |
Field Prompt 1–4 |
Select an attribute of the entity type on which to filter. The value of the attribute is determined by the Field Value field. Leave this field blank if you do not want to filter by a specific entity attribute. Field attribute selections are determined by the entity type you selected in the Entity Request Type field. Up to four field prompts may be specified. |
Field Value 1–4 |
Enter a value for the attribute of the entity type on which to filter. The attribute is determined by the Field Prompt field. Leave this field blank if you do not want to filter by a specific entity attribute. |
Report Title |
Enter a name for this report. |
*Order By |
Order of the results within the report. Results are ordered by request number (entity number). This field cannot be modified. |
*Show Header Fields |
Select Yes to include all information in an entity's header section in the report. Select No to exclude information from an entity's header section from the report. |
*Show Detail Fields |
Select Yes to include all information from an entity's details section in the report. Select No to exclude information from an entity's details section from the report. |
*Hide Prompts for Empty Fields |
Select Yes to exclude attribute fields with no values from the report. Select No to include attribute fields with no values in the report. |
*Show Contents of Table Fields |
Select Yes to include all information from an entity's table fields in the report. Select No to exclude information from an entity's table fields from the report. |
*Show Field Audit History |
Select Yes to include all information from an entity's audit history in the report. Select No to exclude information from an entity's audit history from the report. |
*Show Notes |
Select Yes to include all information from an entity's Notes section in the report. Select No to exclude information from an entity's Notes section from the report. |
*Filter Notes |
Select the types of notes to include in the report, if notes are included in the report.
|
*Show Status |
Select Yes to include all information from an entity's Status section in the report. Select No to exclude information from an entity's Status section from the report. |
*Show References |
Select Yes to include all information from an entity's References section in the report. Select No to exclude information from an entity's Reference section from the report. |
Analyzing the Entity Detail Report
The Entity Detail report provides a snapshot of selected information for the selected entity type. It shows selected sections of information and selected fields (up to four) for a filtered set of the selected entity type.
Use the Entity Detail report to:
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Track information between the same type of entities. For example, you could create a report for an application set that displays the owners of each application.
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Compare information between entities of the same type.
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Create a list of entities with similar attributes.
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Keep a log of selected information.