Creating a customized report

Perform the following steps to create a report with customized parameters. Select a predefined report, set custom parameters, and save the report with a customized name to run on demand or create a schedule to run the report as defined by the parameters of the schedule. Customized reports display nested under their predefined source report on the Report Browser pane.

Before you begin

Procedure

To create a customized report, complete the following steps:
  1. Click the Report tab. On the Views pane, select Reports. The Report Browser opens.
  2. Select a predefined report to save as a customized report from the Report Browser pane.
  3. Select report parameter values in the Parameters pane. Parameters are unique to each report. The parameters that you select drive the report output.
  4. Click Save As. The Save As window opens.
  5. Enter a Title and a Description for the customized report. Report names can include alphanumeric characters and the following symbols: $ - _ . + ! * ' ().
  6. Click Submit. The customized report is saved.
  7. Return to the Report Browser. Expand the original predefined report to view associated customized reports.

What to do next

Run the customized report from the Report tab. See Running a report.