4 Creating Reports

This chapter describes the process for creating new reports.

The Reports module is supplied with a suite of core reports that cover various areas of the Supplier Evaluation data. The core reports cannot be changed, but can be copied to form variants, and new custom reports can be created.

Reports are run from templates that define the layout and data content of the report. Each report has a template that is configured by combining a Data Source and Report Template as a Report Design (see Report Administration). New report templates can be configured by users with the Advanced Reporting Administrator authority profile.

Reports layouts can be configured to include sorting, grouping, conditional logic, totalling, and charts.

Once a report template has been created, it is scheduled to run (see Scheduling Reports), at which point the actual report output is generated (see Viewing Reports). The report outputs may be generated as PDF, Excel, RTF, or HTML documents.