Scenario 1 for creating a report

If you are making a copy of a predefined or custom report:

Steps

  1. Replace the Report name with a name that will make it easy to identify the new report. (The default name is the name of the original report template, with a number appended to indicate that this is a copy.)

    The name must be from 1 to 85 characters, and cannot duplicate another report name.

  2. Enter a Report title. This is the title that will appear on at the top of the page when the report is generated.
  3. Select a Report category. This determines how the report is grouped in the Report Catalog. The default is User-Defined Reports.
  4. Do one of the following:
    • Click Save to save the new version of the report and return to the Report Catalog.
    • Click Save and Edit to edit the report filter for the new report (see Defining the presentation report filter).
    • Click Cancel to abandon your changes and return to the Report Catalog.