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 click Advanced to use the text box to define your own condition. The syntax will be validated when you exit the field.
  4. To save the report and view the results, click Create And View Report.
  5. View the report results at any time from My Reports.