Create or edit an interactive report definition

1. In the left navigation pane, hover on the Data Analysis icon (), then click Interactive Reports.
2. Do one of the following:
   • To create an interactive report definition, click Create Definition, then enter this information on the Create Definition page:
     1. Select the Configuration from the drop-down list.
     2. Enter a Name and Description.
     3. Select Add to existing project or Add to new project named and specify the project name.
     4. From the Type drop-down list, select the type of interactive report to create: Query-based or Summary of All Cases.
     5. Click Save.

     The Edit Report Query appears. If you selected Query-based, the Query radio button is selected. If you select Summary of All Cases, the Report Columns radio button is selected. selected.

   • To edit an existing interactive report definition, click the Row Action menu () for the report definition, and then click Edit.

     The Edit Report page appears. The Report Columns radio button is selected.

3. From the Edit Report page, use the radio buttons to select, then edit, the various parts of the interactive report.
   • Select the Report Columns radio button to define the rows, columns, and values of the report
   • For query-based reports, select the Query radio button to edit the query associated with the report.
   • Optionally, select Report Attributes to specify attributes such as drilldown and SQL WHERE Clause restrictions.
   • Optionally, select Report Descriptors to specify or review report descriptors.
4. If you have made changes to an interactive report definition since the last time it was saved, save the interactive report definition without running it by clicking Save. If you are working on a complex report definition, click Save periodically.

   Note:

   If you edit a report definition that you did not create, the Save button does not appear.

   • To save the interactive report definition with a different name, without running it, click Save As. Provide a name for the new report definition.
   • Save the interactive report definition and run it. For a valid report definition, click Save & Run. A report is considered valid if it includes at least one row variable and one column variable, and there are no error messages for the report definition. For a query-based interactive report, a query must be part of the report definition. For an all cases summary interactive report, the definition must conform to certain criteria.
5. To run the report definition, for a valid report definition, click Run. A report is considered valid if it includes at least one row variable and one column variable, and there are no error messages for the report definition. For a query-based interactive report, a query must be part of the report definition. For an all cases summary interactive report, the definition must conform to certain criteria.
   • If you run the report, you must select a data configuration to indicate the source data against which the report will be run.
   • To run a query-based report, you must also run the query. The report will be run against cases that meet the query criteria.
   • To run an all cases summary report, you must specify report parameters.
   • Each time you save the report definition, the application fills in the Modified and Modified By columns on the Interactive Reports page.