Selecting fields for a report directly from a form

Some fields on a form enable you to quickly add them to an existing report or use them to create a new report.

From the form where to add fields for a report, right-click to open the context menu and select Options > Select Report Fields.
Fields marked with a plus sign are selectable. Click the fields to include in a report, and these actions occur:
- The Selected Report Fields pane on the right side of the screen shows the selected fields.
- On the form, the plus sign preceding the field changes to a green check-mark, indicating that the field has been added.
If you selected a field that must not be included in the report, click the X button to remove it.
When you finish selecting fields, move to the Selected Report Fields pane and click Add to Existing Report or Create New Report.
If you selected Add to Existing Report, you are prompted to perform these steps:
1. Perform a search to locate the report to update.
2. On the report definition page, make any other changes as needed.
3. Click one of these action buttons:
  - Ok: Saves the report changes you made. When you are ready to view the completed report, go to My Reports or Report Catalog.
  - Cancel: Returns you to the field selection pane. After you reselect fields, you are prompted to reselect the report to be updated.
  - Reset: Removes all changes you made in this session and restores the previous version of the report.
If you selected Create New Report, a new report definition opens that includes the fields you selected.
1. Make any changes to the report definition as required.
2. Click one of these action buttons:
  - Create and View Report: Saves the report definition and takes you to the report for viewing.
  - Create Report: Saves the report definition. To view the report, navigate to Report Catalog or My Report.
  - Cancel: Returns you to the report definition selection pane where you can add or remove fields or make other changes.