Create a Report

Create reports by adding main subject areas on which to report and configuring report data and settings using the Report Editor. The Report Editor steps you through the process of authoring reports, including selecting the data to include in your report, configuring display settings, choosing reporting time periods, and selecting output format and delivery options. Throughout the process of creating your report, you can preview how the report will look.

To create a report, you must have the Create and Run User Reports permission. By default, all reports that you create are user reports, accessible only by you. If you have the necessary security privileges, you can promote reports to make them available to other users in the workspace, project, or portfolio. A workspace report can only be edited from its owning workspace.

In the Report Editor, you can enable report accessibility to ensure generated reports meet accessibility standards.

To create a report:

Configure a Filter for a Report