Tagging reports

You can filter reports that can be used and displayed in creating requests by tagging reports by module, request type, and subtype.

Note: You cannot tag and filter system-defined reports. Tagging and filtering reports can only be done with user-defined reports.

See Creating custom report types.

  1. Select Setup > Reports.
  2. To tag a report by module, select a report and click the Modules column.
    Select a module from the list.
  3. To tag a report by request type, select a report and click the Request Type column.

    Select a request type from the list.

    You can define request types in Generic Lookup.

  4. To tag a report by request subtype, select a report and click the Request Sub Type column.
    Select a request subtype from the list.

    You can define request types in Generic Lookup.