Add a new report

Steps

  1. In the toolbar, click the New Report button, and select whether you want to use the Report Builder or Transaction View.
  2. Define attributes (for a grouped report), filters, and date ranges for your report as described in Creating a report.
  3. To save your new report to the Report Catalog, click the Save button in the toolbar.
  4. Enter a name and optionally a description for the report. The name can be a maximum of 200 characters, and the description a maximum of 400 characters.
  5. Select the folder to store the report in. By default this is the My Reports folder; if you have created subfolders, you can use the Folder drop-down to choose one of those.
  6. Click Save Report.