Reports

Select Reports > Report Writer > Reports.  All existing reports will be listed here. From this screen, you will be able to create, clone, edit, delete and run reports.

■     View Report Definition: Once you select a Report in the list by clicking on it once, clicking on this link will generate a popup window displaying the details of the existing report, including the Name, Title, Selected Fields, Formatting, Grouping, Sorting, Share Information and Description. This popup window will also include the Query Definition that the Report is related to, including the Name, Selected Fields, Filter & Filter Statement, Share Information and Description.

■    New: To create a new Report, click “New” at the bottom of the Select Report screen.  This option will guide you through the steps involved in the Report creation process.

■     Edit: To edit an existing Report, highlight the Report you want to edit and click the “Edit” button.  This option will guide you through the same series of steps used in the New option but will allow you to change existing values for each step.

■     Clone: To clone a Report, highlight the Report you want to clone and click the “Clone” button.  This option will copy the selected Report and begin the Edit process on the cloned Report.

■     Delete: To delete a Report, highlight the Report you want to delete and click the “Delete” button.  This option will delete the selected Report.

■     Run: To run a Report, highlight the Report you want to run and click the “Run” button.  This option will display the results for the selected Report.


More:

Writing a Report

Report Output