Creating, Editing, and Deleting a Report

Although canned reports would meet most of the reporting requirements, you can also create custom reports for special needs.

To Create a Report:

1. On the main menu, click Reports.
2. From the New Report...drop-down list select a report template and click Go.
3. Give a name to the report.
4. Select required filters from Filter Tab, Sort by, Group by, and Output columns as per your requirements from View tab.
5. Click Save.

To Edit a Report:

1. On the main menu, click Reports.
2. Select 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.
3. Point to the report and click the Actions drop-down list and select Edit.
4. Make the required changes.
5. Click Save if you want to only save your report.
6. Click Save And Run if you want to both save and run your report.

To Delete a Report:

1. On the main menu, click Reports.
2. Select 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.
3. Point to the report and click the Actions drop-down list and select More Action > Delete.
4. Click OK in the confirmation message window.