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, and then select either Save Report or Save Report & Run.

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

In This Section

General Tab

Columns Tab

Query Tab

Group By and Sort By Tabs (Tabular Report Only)

Layout Tab

Workspaces Tab


Last Published Friday, June 21, 2024