Note: When an object is created, the system will automatically create a default report for this object. If you intend to create additional reports, please follow the steps below.
- Navigate to the Application Menu
on the top right of your screen and select Administration - On the left hand menu -> Locate Resources -> Objects
- Search for and double click your Object name
- On the right hand side of your screen, locate and click the + Report button
- This will open the New Report dialog box
- Give your new report an appropriate name and click OK
- This will open a new report in report builder
- You can now add fields to the new report
- Click Save when done.
on the top right of your screen and select Administration