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
- Click on the Reports > Ad hoc link in the left navigation bar, or select Go To > Reports > Ad-hoc from the top navigation bar.
- In the list of Predefined Report Templates, locate the type of report you want to run.
- To view the details of the fields included in each report, click the Edit link in the Action column.
- On the Edit...Report page, modify the name, description and output format (comma separated values, html or pdf) on the General tab.
- Select the required parameters on the Parameters tab.
- 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.
- 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.
- Specify your sorting preferences in the Sorting tab. The Adhoc reports support case-sensitive sorting in both ascending and descending order.
- To run a test report, click the Run Test Report tab and click the Run Report button.
- 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
Working with Adhoc Reports
Working with Predefined Templates
List of Ad-hoc Reports