To use the Report Manager, follow this procedure.
Step 1 Select Report Manager from the Reports menu. The Reports window appears as shown below.
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
See also: