Creating a new report

To create a new report, select File > New or click the New Report icon on the menu bar. The New Report dialog is displayed which contains the following fields:

  1. Specify this information:
    Name

    The name of the report.

    Note: 

    Report names are not case sensitive. That is, if you name a report in lower case, a report created in upper case of the same name replaces the original.

    However, if you are using a connection to SunSystems, when calling a batch process report the report name defined in the Document Format record and the Report Store must be of identical case. If the case differs, the Report not found error is displayed.

    Note: 

    Avoid using special characters, ':', '?', ';', '@', '\'', '=', '+', '$', ',', '\\', '*', '>', '<', '|', '\"' and spaces in file names as these can cause problems with deployment and subsequent use.

    Description
    The description of the report.
    Application Source
    Select the required application source from the list.
    Business Unit
    Select a specific business unit or, select a core business unit to create a generic report that is valid across all business units.
    Report Template
    Select the required report template from the list.
  2. Click OK to create the report.
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