Creating a report

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 Start From Scratch to create a report with no initial content. With this method, you can add all the fields to include from a business class.
    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.
  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.
    Select an option from the Sharing list:
    • 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.
  8. Click Create Report.