Creating a report from a list

You can create a report, copy a report, or copy a list directly from the Report Catalog.

  1. From your workspace, select Report Catalog.
  2. Click Create Report.
  3. Specify this information:
    How would you like to get started?
    Select Copy From List if the new report is based on an existing list. When you use this method, you are starting with a copy of an existing list and can make changes as needed in the new version.
    Name
    Provide a report title. Include your username if the report is for public display.
    Business Class
    Select a business class from the available options.
    List
    Specify a list from the available options.
  4. Click Continue.
  5. In the Review And Edit Fields window, filter the information displayed.
  6. Click Continue.
  7. Specify the Sharing field to determine the audience of the report.
  8. Click Create Report.