Creating Blank Basic Custom Reports
Use the Basic Custom Report window to edit and customize your report preferences, edit a report grid view, and define criteria that control the content of various displays.
To manage a basic custom report, do the following:
- Open Dashboard, click Application Links on the navigation panel, and then click Reports Manager under Reports.
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Do one of the following:
- Create a new report. Add a report using another report's settings or using a blank report.
- Select a basic report in the grid, and then select New > Basic > Use this Report on the Home tab to create a custom report using the current report's settings.
- Select a group in the My Reports or Shared Library on the navigation panel, and then select New > Basic > Blank Report on the Home tab to create a custom report.
- Edit a custom report. Select a custom report in the grid and click Edit in the Report group on the Home tab to modify the selected custom report.
- Create a new report. Add a report using another report's settings or using a blank report.
- Enter your report name and report description.
- Select your paper preferences:
- Orientation. Select the portrait or landscape page orientation.
- Paper size. Select your preferred paper size from the list.
- Select your font preferences:
- Font name. Select your preferred font from the list.
- Font size. Select the font size from the list.
- Select your layout unit preference from the list.
- Select Hide details to hide detail bands, if necessary.
- Click the Fields tab.
- Select the report type from the list. The report type determines the available fields.
- Add, remove, or reorder fields on the Report columns grid. Explain the components of the window.
- Click Hide Available Fields to widen the Report columns grid, displaying more grid columns and reducing the need to scroll right or left through the grid.
- Select options for each field in the Report columns grid.
- Click the Selection Criteria tab.
- Enter your report filtering criteria by clicking in the blank line that is provided. You can edit existing criteria by clicking a cell in the grid and entering new criteria. To remove a line of criteria, select the line and press Delete on your keyboard or click .
- If you are creating a report from an existing report, click Preview to view the report with your selected options. The Preview option is not available when creating a blank report. To preview a report created using the Blank Report option, click Print Preview on the ribbon.
- Click OK to save your changes.
Explain the components of the window.
Explain the process of creating criteria lines.
Show me special considerations for specific reports.