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About External Reports

The Proliance External Report document enables you to access reports created with third-party tools. These reports consist of static reports, such as PDF® files and Excel® spreadsheets, or dynamic reports based on report definitions that you created with report-generating tools, such as Crystal Reports®. These reports should be located on a report web server that can be accessed from Proliance.

• Open the External Reports register

Proliance External Report documents contain a unique Web address (or URL) that Proliance can use to access your reports. The URL is entered in the external report document. When you view an external report document, Proliance sends the URL, your account and your workspace and/or organization's account information. The report web server verifies the account information before displaying the report.

Note: For more information on how to create reports, report definitions or how to create a report web server, consult the documentation that was distributed with your report-generating tool. For more information on how to view a report within Proliance, see "Viewing an External Report".

An external report's information is organized on the following pages:

• Main:Contains the details of the external report. For more information, see "External Report - Main".
• Properties:Contains information about the external report, such as the author of the document and the date when it was created. For more information, see "Document Properties".

Additional report information is also available on the following tabs:

• Project: Lists the projects the document is linked to. For more information, see "About the Projects Tab"

• Activity Log: Records all the activities of the document, such as when it was saved, imported, exported, forwarded, or received. For more information, see "Activity Log Tab".
• Attachments: Contains a list of all the documents related to the external report. For more information, see "Attachments Tab".