Custom Report Window (General tab)

In the General tab, you can define the general custom report information.

Enter and select values in the following fields:
Note: Required fields are marked with an asterisk (*), or a star.
- Name
  Enter a unique name for the custom report, up to 50 characters (use alphanumeric characters or spaces).
- Description
  (Optional) Enter a brief description about the custom report.
- Data Model Type
  This is pre-populated read-only field, based on the selected custom report type. The values can either be Internal or External, based on the option selected at the time of creating the custom report.
- Report Level
  A drop-down list that lets you select Project for a project-level custom report, Program for a program-level custom report, or Application for an application-level custom report.
- Main View
  A drop-down list that lets you select a data view to use as the main view of the custom report. The items in the drop-down list are populated with the data views that have been published.
  
  Note: When you are selecting a Main View, ensure that you select a view that has the level-appropriate ID, as a column, in the view definition. For example, if you are selecting a Main View for a Program (report level), the view must have "program_id", as a column, in the view definition.
Click Apply to continue.

When you click Apply, the system processes the information that you have provided and prepares the custom report for publication. As a result of this process, two additional tabs are added to the Custom Report window that require your input:

Template File tab
The Template File tab lets you upload:
- Multiple templates for the custom report (RTF, PDF, Excel, eText)
- Data model (.XDM) file (for report with external data model)
Sample Data tab
The Sample Data tab lets you generate the sample XML data which you can use to create layouts for the custom report.

See the following topics for details:

Last Published Tuesday, December 12, 2023