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Step 1

From the Reporting navigation pane, select Reports. The Reports list displays a list of all existing reports.
 
To the right of the list, Report Details for a new Report displays. (You also can click the New button to display Report Details for a new Report.)
 

Step 2

Enter/select Details for a new Report, using the field descriptions below as a guide.

  • Required fields display an asterisk ( * ) after the field name.
  • Default values for fields, if available, display automatically.

To display more of the Details fields on the screen, you can temporarily hide the list.
 

Note
titleNote

If you view Report Details for an existing Report by clicking a Report in the list, and then want to create a new Report, you must click the New button that displays above and below the Details.

Step 3

Click a

Save button

 Image Added button. The Report is added to the database, and all buttons and tabs in the Report Details are enabled.

Anchor
Report Details
Report Details
Report Details

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