Creating a report

In addition to using the standard reports that are provided, you can create your own reports to meet additional business needs. When you create a report, the report uses a default format based on the case type and report type that you select. You can modify the default format by using the tools in the Report Editor.

  1. In the Case Manager portal, open the Report Browser by clicking Reports in the left navigation pane.
  2. Click Create new report.
  3. In the Create new report modal dialog box, specify the following information:
    • Case type – Select the primary case type or data type that you want to report on. The case types that are available include all work types within the current application.
    • Report type – Select whether the report is a list report or a summarized report.
  4. Click Submit to create the report. The report opens in the Report Editor.
  5. In the Report Editor, modify the report to meet your business needs.
  6. Click Done editing when you are ready to save the report.
  7. In the Save report as modal dialog box, specify the following information:
    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.
    A short description of the report.
    The category that you want the report assigned to. Select the category from the menu.
  8. 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.