Creating a Report Design

To create a new report design:

  1. Select the New action. The New Report Design page appears.

    Figure 3-11 New Report Design Page

    This figure shows the New Report Design page.
  2. Enter the details.

    Table 3-6 New Report Design Page

    Details Description

    Code

    Enter a unique uppercase code for this report design. Mandatory field.

    Version

    The version will default to 1. Read-only field.

    Status

    This will default to Draft. Read-only field.

    System Delivered

    This will default to No. Read-only field.

    Description

    Enter the description for this report design in the supported languages. The description for the default language is mandatory.

    Report Template

    Click the icon to select the report template to be used for this report design.

    Report Data Source

    Click the icon to select the data source to be used for this report design.

  3. Optionally add any filters to be applied to the report design. See Filters for Report Designs.

  4. Save the changes and exit.