Creating reports

There are multiple ways to locate the wizard for creating reports. This topic describes how to do it directly from the Report Catalog through the Create Report button.

  1. From the top-left corner of the menu bar in Report Catalog, click Create Report.
  2. On the Create Report dialog box, select the method for starting the report.
    • Copy From Report: Use this option if the new report is to be based on an existing report. When you use this method, you are starting with a copy of an existing report and can make changes as needed in your new version.
    • Copy From List: Use this option 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 your new version.
    • Start from Scratch: Use this option to create a report with no initial content. With this method, you add all fields that you want to include from a business class.
  3. Add a title for the report in the Name field. You may want to include your user name if you plan to make the report public.
  4. Select the business class for the report.
  5. Click Continue.
  6. For reports copied from reports or lists, select the report or list to copy from. Scroll or filter the list as needed.
  7. Click Continue.
  8. On the Review And Edit Fields dialog box, make selections for fields to be included in the report.

    • For reports that are copied from existing reports or lists, all fields display in the Selected list by default. You can remove the fields you do not need. To remove a field from your new report, select it and click the plus symbol (+) at the top of the Selected list. This moves the field to Available.

      For from-scratch reports, all fields display in the Available list, none in the Selected list. To add a field to your Selected list, select it and click the plus symbol (+) at the top of the Available list.

    • To filter the list of fields to select for the report, you can use by name and by type of field filters.
  9. Click Continue.
  10. Your in-progress report definition displays on-screen in an editor with tabs for making changes to the included data and report formatting. More information about these tabs is in the next section.
  11. Select Create Report or Create and View Report.

    If you select Create and View Report, the report displays on-screen immediately. You can review the report at any time from the Report Catalog.