Instances
An instance is a report generated from a scheduled report whose output is usually identical to the parent report. Here's an example:
Joe is a Sales Manager. He is in charge of two regions; the West region and the East region. Every Monday, sales representatives gather for their weekly meeting with Joe. Before the meeting, the reps receive a weekly Sales report that is specific to the data in their region. So if a Sales rep from the West region reads the report, she only sees data from California, Oregon, etc. The East region Sales rep sees data only for New York, Florida, etc.
Joe didn't actually create two different reports. Instead, he used a single report and schedule it twice, each time using a different "Region" prompt. The resulting weekly outputs of these two report schedules are called Instances of his main Sales Report Global.
Universe Class |
Object Name |
Description / Purpose |
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CMSID |
The object descriptions in this section are the same as what appears in the Documents section. |
Type |
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Author |
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Document CUID |
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Document ID |
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Document CMS Object ID |
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Document Name |
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Document Type |
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Description |
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is Instance? |
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is Marked as Read? |
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Keyword |
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Owner |
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Owner ID |
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Parent CUID |
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Parent Folder CUID |
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Parent ID |
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Created |
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Updated |
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Created Month/Year |
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Created Month |
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Created Month/Year Date |
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Nbr Documents (Distinct) |
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Nbr Documents |
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Nbr Days Ago Created (avg) |
See also