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- From the main menu, click View Reports > All Reports.
- From the New 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.
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- From the main menu, click ViewReports > All Reports.
- Search for the report by 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.
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- From the main menu, click ViewReports > All Reports.
- Search for the report by 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 beside the menu of the report name.
- Click OK in the confirmation message window.