Creating reports

In addition to using the standard reports that are provided, you can create your own reports to meet additional business needs.

  1. Open the Report List by clicking Reports in the left navigation pane.
  2. From the Report List, click New report.
  3. In the New report modal dialog box, select the case type or data type that you want to report on, and click Submit.
  4. In the Report Editor, specify the columns and filters for the report and the way that the information is displayed. While you are editing, you can toggle between using simulated or actual data.
  5. Click Done editing when you are ready to save your changes.
  6. In the Save report as modal dialog box, specify the following information:
    • Title — A title for the report. By default, the system provides a title, which you can change. You can specify the same title for multiple reports. The generated report key is the unique identifier for a report rather than the title.
    • Description — A short description of the report.
    • Category — The category that you want the report assigned to. Select the category from the menu.
  7. Click Submit to save the report. The new report opens in the Report Viewer, and a report shortcut is created in the category that you selected.
Note: After you create a report, you cannot delete the report or the report shortcut from the Report List.