21.7 Customized Canned Reports for Extension Tables

Canned Report Configuration feature that enables you to create and manage customized Canned Reports for stage extension tables.

Navigation: Business Process → Pipeline Administration → Canned Report Configurations.

Creating a Customized Canned Report

To create a new customized Canned Report:

1. Select an Entity.

   The Entity dropdown lists the supported stage extension tables. Select the table for which the Canned Report needs to be created.

2. Provide a Report Name.

   Enter a meaningful name for the report. This name will be displayed in the Canned Reports section.

3. Select the Required Columns.

   Once an entity is selected, all columns available in the selected extension table are displayed. Users can select the columns they want to include in the report.

4. Save the Configuration.

   Save the configuration to create the customized Canned Report. The newly created report will then be available in the Canned Reports section with the selected columns.

Editing a Customized Canned Report

Previously created customized Canned Reports can also be modified using the Edit option.

When editing a report, the available columns for the selected extension table are displayed along with the existing column selections.

Users can:

• Select additional columns that need to be included.
• Un-select previously selected columns that are no longer required.
• Save the changes to update the report configuration.

Once the changes are saved, they are reflected in the same existing Canned Report.

This feature provides clients with the flexibility to create and maintain customized Canned Reports based on their extension-table data.