Creating a report

If the predefined reports do not meet your needs, you can create your own.

Before you begin

You choose a query on which this report is based, and the domain of the query. If you must create a new query, do that before you create a report based on it. Remember that there is distinction between queries and reports. A query describes a set of information to be obtained from the collected data. A report describes how the data returned by the query is presented. Refer to Using the Query Builder for further information on creating a query. Refer to Domains, Entities, and Attributes for further information on working with domains.

About this task

You might find it easier to clone a report and modify it than to create a report from scratch.

Procedure

Click Reports > Report Configuration Tools > Report Builder to open the Report Builder finder or filter menu. If you select Search at this point without choosing any domain or query, a menu will appear with all queries listed. Select a query and use the icons (Add New Report , Modify, Clone, or Delete to work with the queries.
From the Report Builder finder menu, click New .
The Create Report menu appears. Select a query and give the report a name. Then click Next.
The next screen returns the table columns of the query selected. Customize or use as is. Then click Next.
The Report Attributes menu appears. Chose a report type, either tabular or chart. Then click Next.
Then submit the report for creation by clicking Save. An acknowledgement screen will appear saying the data was successfully saved.

What to do next

If you want to include this report on a dashboard, open the dashboard, click Add Reports, and select this report from the list.