Creating My Reports

You can personalize the pre-defined report templates in the Adhoc reports section and save them for future use. These reports are categorized as My Reports within EnterpriseTrack.

To edit the predefined template

1. Click on the Reports > Ad hoc link in the left navigation bar, or select Go To > Reports > Ad-hoc from the top navigation bar.
2. In the list of Predefined Report Templates, locate the type of report you want to run.
3. To view the details of the fields included in each report, click the Edit link in the Action column.
4. On the Edit...Report page, modify the name, description and output format (comma separated values, html or pdf) on the General tab.
5. Select the required parameters on the Parameters tab.
6. The column selection tab allows you to choose the column you wish to include in the report. You can also change the order in which the column appear by selecting a column name and clicking the  Move up or Move down buttons.
7. On the column details tab you can change the names and descriptions of the column. This will only affect the text that is displayed in the Report.
8. Specify your sorting preferences in the Sorting tab. The Adhoc reports support case-sensitive sorting in both ascending and descending order.
9. To run a test report, click the Run Test Report tab and click the Run Report button.
10. To save the modified template for future use, click the Save As... button. Enter a name and description for the report and click the Save button

Related Topics

Working with Adhoc Reports

Working with Predefined Templates

List of Ad-hoc Reports