Creating a report

In addition to the delivered reports, you can create a report, copy a report, or copy a list.

  1. From your workspace, select Report Catalog.
  2. On the Report Catalog page, click Create Report.
  3. Select an option:
    • Select Copy From Report to create a report from an existing report.
    • Select Copy From List to create a report from an existing list.
    • Select Start From Scratch to create a new report.
  4. Specify this information:
    • If you selected Copy From Report, then specify the name, business class, and report to copy from.
    • If you selected Copy From List, then specify the name, business class, and list to copy from..
    • If you selected Start From Scratch, then specify the name and business class.
  5. Click Continue.
  6. Move fields from Available to Selected.
    Use the Name field to search or scroll the list to select fields for the report.
  7. Click Continue.
  8. From the Sharing list, select an option:
    • Private: A private report is only available to the creator.
    • Group: If you select this option, then create or select an actor group to have access to the report.
    • Public: A public report can be viewed by anyone who has access to the business class in which the report is created.
    • Role: If you select this option, then create or select a role to have access to the report.
    • Role Group: If you select this option, then create or select a role group to have access to the report.
  9. Complete the fields on the tabs as required.
  10. Click Create And View Report or Create Report.