Create reports

Complete the following steps to create reports in the Reports application.

  1. In the Reports tree, select the report folder where you want to add a report. Right-click and click New Report.
    This opens the New Report dialog box.
  2. In the list, select a report template.
    You can choose from summary and detailed reports.
  3. Enter a name for the report.
  4. If you chose to create a summary report, select the detailed report in the drop-down list.
  5. Click OK.
    This opens the Report Designer window. For more information, see Learning about the Report Designer.
  6. Configure the report as necessary and save your changes.
  7. Close the Report Designer.