Creating a new Report

Use the New Report page to create a new report specified for a report type.

  1. Select Reports > New Report.
  2. Select the type of report.
  3. Click Create Report. The Report page is displayed.
  4. Specify the Name and Description of the report.
  5. Select the Folder in which you want to save the report.
  6. Click the Lookup icon to search and select the required owner from the list.
  7. Specify the timeline for the generation of the report.
  8. Select and drag the Available options to the Selected Columns in the Select Report Column section.
  9. Add desired Groupings to the report.
  10. Add desired Sorts to the report.
  11. Select any needed Calculations.
  12. Set the filters in the Add/Edit Filter section to determine the data displayed in the report.
  13. Click Save.
    Note: You can delete the report using the Delete option which is displayed only after you save the report.
  14. Click Done.

    The options on this page can be used to:

    • Preview the report by clicking the Preview Report option.
    • Download the report by clicking the Download Printable View option.
    • Export the report by clicking the Export option.