How You Create and Edit Reports
Use reports to generate and print documents for internal operations, external business transactions, or legal requirements. To meet specific requirements, you must create or edit reports to capture different data, or present data in another way.
Report Components
Each report has components that you can modify, as described in this table:
Report Component |
Description |
Tool for Modifying |
---|---|---|
Data model |
Defines the data source, data structure, and parameters for the report. Multiple reports can use the same data model. Each report has one data model. |
Data model editor in the application |
Layout |
Defines the presentation, formatting, and visualizations of the data. A report can have multiple layouts. Different types of layout templates are available, for example Excel and RTF. |
Depending on the template file type:
|
Properties |
Specifies formatting and other settings for the report. |
Report editor in the application |
What You Can Create or Edit
This table gives just a few examples of creating or editing reports.
Task |
Example |
---|---|
Edit the layout of a report. |
Add your company logo to the report output. |
Add a new layout to a report. |
Design a new layout template that provides less detail than the existing template. |
Edit a data model. |
Add two fields to the data model used by a report so you can add those new fields to a layout for the report. |
Create a new report based on a new data model. |
Create a new data model based on data from an external system, and create reports using the data model. |