Creating new report definitions from report templates and copies

You can create a report definition from a report template, or by saving a copy of an existing report. You can have multiple copies of the same report with different parameters and different names.

Procedure

Creating a report definition from a template

Procedure

  1. In the main menu, click Reports > Create > Create Report From Template.
  2. In the Name field, type the report name.
    Tip: Give the report a unique name to differentiate it from other reports, as you can have multiple reports with the same name.
  3. Optionally, in the Description field, type the report description.
  4. In the Theme field, select the folder to save the report to.
  5. In the Template field, select the report to copy.
  6. Click Save to open the parameters section of the report.
  7. Select the parameters to include in the report, and then click Save.

Results

The report is listed in the theme that you selected to save it to.

What to do next

You can run the report and modify the report.

Creating a report definition from an existing report

About this task

You can create a new report from any report that is available in your project area.

Procedure

  1. Click Reports > Browse > Shared Reports to view all shared reports, or Reports > Browse > My Reports to view all of your private reports.
  2. Click a report name.
  3. Click Save As to save the report with a different name.
  4. In the Name field, type a new report name.
  5. Optionally, in the Description field, enter the report description.
  6. In the Theme field, select the folder to save the report to and click OK.

Results

The report is listed in the theme that you selected to save it to.

What to do next

You can run the report and modify the report.