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. From the main menu, click Reports > All 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. From the main menu, click Reports > All Reports.
2. Search for the report by typing the name in the Search box OR scroll down the reports list.
3. 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.
4. Make the required changes.
5. Click Save if you want to only save your report.
   
   

To Delete a Report:

1. From the main menu, click Reports > All Reports.
2. Search for the report by typing the name in the Search box OR scroll down the reports list.
3. After the report is displayed after searching or from the list page, click on Delete from the actions drop-down menu of the report.
4. Click OK in the confirmation message window.