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.
  2. From the toolbar of the User-Defined Reports log, 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 select Save Report or Save Report & Run.

For more information, see the following topics on how to complete 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, April 11, 2025