Creating Web Reports

Go Up to Web Report

ER/Studio BA offers an extensive HTML reporting feature you can use to display and review your projects online. To execute this feature, you must complete the Web Report Wizard, which allows you to filter, set descriptions and set a location of the reports. Once executed, the wizard produces reports for each project and model stored in their own subfolder, which is named for the project/model they represent.

The Web Report Wizard

You can generate a report on all information in the opened workspace using the Web Report Wizard. You can generate separate web reports for individual models as well as individual diagrams. The reports are created in the HTML format.

1 Choose Tools > Reports > Web Report from the main menu and the Web Report wizard opens. The first panel lists the following:

• The current workspace
• Reference Objects
• External Data Objects
• All related projects
• All related models
• All related diagrams

All items are selected by default.

Note: Only reference objects in the diagrams are included in the Web Reports. Reference Objects that exist only on the tree are not included in the report.

2 Deselect the items you don’t want included in your web report and click Next.

Note: If a diagram is selected, the model elements are filtered based on the selected diagram.

3 In the Object Type Selection list box, specify the types of objects you want to include in the report. The following categories are available: Business Process Modeling, Conceptual Modeling, External Data Objects, Reference Objects, and Shapes. All items in this list box are selected by default. You can expand the categories and include/exclude individual elements within that category.

4 Click Next to the Select Report Location dialog. Select a directory where you want the report to be created. The default setting for the generated report is a folder named Web Reports under the workspace directory (...My Documents\ERStudioBusinessArchitect\Web Reports). The default web report name is the same as the currently opened workspace. You can also browse to a new directory, if you don’t want to use the default.

Note: If you have already created a web report for your current workspace, you will get a warning that a report already exists in the specified location and that files will be overwritten.

5 If you selected the preference to launch the report upon completion, the “Launch report upon completion” option is already selected in the Web Report dialog.

6 Click Next to open the Report Details dialog. The Title and Author fields can be edited. You can also enter a description of the report. These details are displayed on the first page when the report first opens.

7 Click Finish and a progress information dialog opens telling you the reports are being generated.

8 Once the report has been generated a title page opens, as well as a tree displaying the workspaces, projects, models, diagrams, elements, reference objects, and external data objects. This tree is located on the left-hand side of the window.

You may get an Information Bar dialog warning you when Internet Explorer blocks a pop-up window. Click OK to close this dialog. Click once in the yellow bar with the warning icon ( ) and select Allow Blocked Content from the menu. Click Yes once again to close the Security Warning dialog.

9 Expand the tree and click on any diagram node to display a graphical representation of the diagram.

10 Click on an element and the report displays the element‘s properties. For example a business entity named Account in a conceptual model diagram is displayed as CMBusiness Entity: Customer Support.