Using the Report Manager

To use the Report Manager, follow this procedure.

Step 1            Select Report Manager from the Reports menu. The Reports window appears as shown below.

report_manager_100290.png

Note     Some reports are used for internal processes and cannot be used to generate reports. For example: Badges-Unused.

Step 2     Use the toolbar buttons to perform the various actions:

·         Add: Add a new report or folder. The following options are available:

        Add Filter-based Report Template...: See Filter-based Report Template.

        Add Object SQL-based Report Template... See Object SQL-based Report Template.

        Add SQL-based Report Template...: See SQL-Based Report Template.

        Add Folder...: Adds a new folder for report organization.

·         Import...: Import a previously exported report or set of reports from XML.

·         Export...: Export all reports to an XML file, which may be later imported on the same or another system.

·         Edit...: Select a report and click Edit...: to view and modify the details of the report. You can also double-click the report entry.

·         Delete: Delete the report.

·         Run: Run the report and open the contents of the report in a new window.

Step 3    Edit a report using the instructions in the following sections:

§        Filter-based Report Template

§        SQL-Based Report Template

 

See also:

Defining Reports (Report Manager)