Creating reports

You create reports in the My Reports tab. There are multiple types of reports. But the My Reports tab contains a limited subset of report types: Report, Graphic, Chart, Summary, Hierarchy, and Metric. You cannot create or copy any other report type from this tab.

Procedure

  1. In the My Reports tab, specify the name of the report. The naming convention is to use a three-letter prefix, such as tri_myreport or cst_myreport.
  2. Specify the ID. Use Custom or your company's numbering standards for reports.
  3. Specify the header.
  4. Specify a tag to use an extra grouping for filtering.
  5. Complete the report description.
  6. Select the type of report.
  7. Optional: Select the Track History check box to see the report history in the History tab.
  8. Optional: On the Order & Group tab, organize the layout of the report.
    Note: If you select at least one Sum checkbox for a column under the Order & Group tab, the Group by icon is displayed in the query header. This is applicable to all the report types supported for the enhanced report rendering grid.