Create Reports

Create a report when the predefined reports don't provide the data you need. Or, if you want to use a predefined data model, and also want to change other aspects of the report other than layout. Save your report to Shared Folders Custom

Create a Report

1. Open the Reports and Analytics work area.

2. Click click New and select Report.

3. Select the data model to use as the data source for your report.

   Note: Be sure that the data model you select has been validated. If you select a data model that has not been validated or has errors, when the report is run it will error indicating that the data model has not been validated or has an invalid status. To override this warning for a report, select the Ignore Data Model Validation Error option in the report properties.

4. Continue with the wizard to create the report layout, or choose to use the layout editor and close the wizard.

5. Define the layout for the report.

6. Click the Properties button in the report editor to set specific formatting, caching, and processing options for your report, including overriding data model validation errors.

Set Up Access

You or your administrator can:

• Create a job definition so that users can run your report as a scheduled process.

• Secure general access to your report and its job definition, if any.