I have a requirement to report on all missing documents within a specific document type across all created employee workspaces. How would I create a custom report in xECM 23.4?
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Your First would be to create or understand a Live Report
The CS system has an LR library, and one can use that, or if you are database savvy, you can use a tool for that. What I would do is copy one of those and change it to your queries
Web Reports- You can add functionality to an LR, beautify it, schedule it, and so on.
Your specific questions
PS: There are thousands of queries similar to what you want. Also, a Document Type is a regular Classification in Content Server, so the ground rule for XECM is you need to have a Classification, a Category is optional. Still, it comes in handy for naming and metadata, a Folder where it goes, and a template it has to use. So theoretically, you could find all objects with that classification and subtype=848, but I would go through the DTREE and OTSAPXECM tables. Also, the schema for this is free if you execute an NDA.
The solution you are seeking can be worked out by studying these relations inside this document thats my sincere hope :)
https://knowledge.opentext.com/knowledge/llisapi.dll/properties/82706748
I looked at adding a WR, and I found a curious one called
Missing and Outdated documents
Perhaps this is what you can use to do your stuff?
From what it says, if you give it a workspace id it will come up with what you want
something to explore or ask OT support how this is to be run…
[/* Title: Sample csv report view for displaying Missing and Outdated documents
This report can run by an HR, Manager or Employee by passing the Workspace Id(s) as input to the Webreport. The output of the report will be the list of Missing and Outdated Document Types to which the user has permission to access.
Sample output: Workspace ID,Name,Missing,Outdated 4687,4687 Jada Baker,Passport, 4687,4687 Jada Baker,Employment Contract, 4687,4687 Jada Baker,,Driver License