Report Components

Each report has components that you can configure, as described in this table:

Report Components

Report Component Description Tool for Configuring
Data model Defines the data source, data structure, and parameters for the report. Multiple reports can use the same data model. Each report has one data model. Data model editor in the application.
Layout Defines the presentation, formatting, and visualizations of the data. A report can have multiple layouts. There are different types of layout templates, for example Excel and RTF.

Depending on the template file type:

  • XPT: Layout editor in the application
  • RTF: Microsoft Word
  • PDF: Adobe Acrobat Professional
  • Excel: Microsoft Excel
  • eText: Microsoft Word
Properties Specifies formatting and other settings for the report. Report editor in the application

What You Can Create or Edit

Below are a few examples of creating or editing reports:
  • Edit the layout of a report. For example, add your company logo to the report output.
  • Add a new layout to a report. For example, design a new layout template that provides less detail than the existing template.
  • Edit a data model. For example, add two fields to the data model used by a report so you can add those new fields to a customer-defined layout for the report.
  • Create a new report based on a new data model. For example, create a new data model based on data from an external system, and create reports using the customer-defined data model.