Report Designs

Report Designs combine a data source with a report template to form a report that can be scheduled to run. A report design may be used in any number of report schedules.

Note:

The supplied core report designs cannot be edited directly, but can be copied and adapted to form custom variants. The system-delivered designs cannot be deactivated or deleted.

Filters can be used to refine the report design to a data set appropriate for a particular type of report.

To access the Report Designs, select the Manage Report Designs option in the Reporting Admin area. This is only accessible to users with the Advanced Reporting Administrator authority profile.

The list of report designs is displayed, grouped by status. A single Default list view is provided. For each report design, the description, code, query name, and version are shown. A column indicates if the design is one of the system delivered core set.

Figure 3-10 Report Designs Page

To see the details for a specific report design, double-click the row. A tab opens with the details. You can also select the View or Edit actions.

Note:

The Report Design records can be imported and exported using the Import and Export list view actions, however rows in the Filters table that relate to glossary selections or enumerations are excluded.

If using the Import action to create a new report design, the system delivered flag must be set to No, otherwise the imported report design will not be editable.