Creating reports

Surround SCM includes built-in reports for analyzing file information and activity. You can create reports that contain the exact data you need.

The following information explains how to create these reports:

See Report types for information about other available reports.

1. Choose Tools > Reports.

The Reports dialog box opens.

2. Click Add.

The Select Report Type dialog box opens.

3. Select a report type and click OK. See Report types.

The Add Report dialog box opens.

4. Enter a Report name.

5. Select a Public/private report option.

Public reports are shared with all users. Private reports are not shared. You may only be able to create private reports depending on your security permissions.

6. On the Restrictions tab, select the criteria that files must meet to be included in the report. The restriction options depend on the selected report type. See Adding restrictions.

7. Click the Output tab to select the output format, stylesheet to use, and additional report content options. The available options depend on the report type.

8. Click OK.

The report is added. See Running reports for information about running reports.