Although canned reports would meet most of the reporting requirements, you can also create custom reports for special needs.
To Create a Report:
- On From the main menu, click Reports > All Reports.
- From the New Report...Report drop-down list select a report template and click Go.
- Give a name to the report.
- Select required filters from Filter Tab, Sort by, Group by, and Output columns as per your requirements from View tab.
- Click Save.
To Edit a Report:
- On From the main menu, click click Reports > All Reports.
- Select Search for the type of report that you want to edit by clicking on the tabs. For instance, if you want to edit the project report, click the Projects tab.Point to the report and click the Actions drop-down list and select Editby typing the name in the Search box OR scroll down the reports list.
- After the report is displayed after searching or from the list page, click on Edit from the actions drop-down menu beside the report name.
- Make the required changes.
- Click Save if you want to only save your report.Click Save And Run if you want to both save and run your report.
To Delete a Report:
- On From the main menu, click click Reports > All Reports.
- Select Search for the type of report that you want to edit by clicking on the tabs. For instance, if you want to edit the project report, click the Projects tab.Point to the report and click the Actions drop-down list and select More Action > Deleteby typing the name in the Search box OR scroll down the reports list.
- After the report is displayed after searching or from the list page, click on Delete from the actions drop-down menu of the report.
- Click OK in the confirmation message window.
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