Creating reports from the Create Reports option

When you are on a list, you can create a report by building a filter for the list.

If you want to build an audit report, see Creating audit reports from lists.

  1. Click More Actions (ellipsis) and select Options > Create Report.
  2. In List Title, specify a descriptive name for the report. You may want to include your user name if you will make the report public.
  3. Optionally, on the Filter tab, select from a list of defined conditions to build a filter, or you can use the Filter Criteria to define your own condition. The syntax are validated when you exit the field.

    See Building a filter.

  4. To save the report and view the results, click Create And View Report.
  5. View the report results at any time from Reports Catalog.