Report customization

Use the Design Report task to create report templates. Add them to a table that contains a selection of report templates that you can modify or delete.

When you, as an administrator, create a custom report, you must also manually create report ACIs and entity ACIs for that custom report. The ACIs allow users that are not administrators, such as auditors, to run the custom report and to view data in the custom report.

Report templates can apply to one of the following categories. The category determines where the reporting link is displayed in the task portfolio.
  • Requests
  • User and Accounts
  • Services
  • Audit and Security
  • Custom