Creating a User-Defined Report

To create a new user defined report:

  1. Navigate to the Reports grouping node and click the User-Defined functional node. The User-Defined Reports log opens.
  2. From the top toolbar, click Create and select one of the following:
    • From System Data Sources
    • From Permission Based Data Sources
    • From Templates
  3. Fill out all tabs in the New User Defined Report window, then select either Save Report, or Save Report & Run.

See the following topics for more information about how to fill out each tab.

See Also

User-Defined Reports

About User-Defined Reports (UDRs)

Accessing User-Defined Reports (UDRs)

User-Defined Reports Log

User-Defined Report Types

User-Defined Report Data Types

User-Defined Report Formats

Running a User-Defined Report (Standard View)

Save and Retrieve Scheduled Report Results

Print Report Results

Transferring Reports Between Environments

Working with Custom Reports (Standard View)

Permission-Based User-Defined Reports (UDRs)

Transfer Ownership for UDRs

Working with Audit Reports (Standard View)

In This Section

General Tab

Columns Tab

Query Tab

Group By and Sort By Tabs (Tabular Report Only)

Layout Tab

Workspaces Tab


Last Published Wednesday, December 20, 2023