To create reports in the Left Navigation Area:
- Turn on configuration mode by clicking on the spanner on top right.
- Locate the button in the left navigation area and click once to load the Create New Page selection screen.
- Select New Report
- Select Create
- Type the name for the report in the Name field.
- Type the description for the report in the Description field.
- In the Report based on field, select the Pencil icon. The Select dialogue appears.
- Select the Object on which the report will be based.
- Select OK.
- Select OK to generate report. The new report displays in Report Builder mode.
Note: To create reports on some hidden system objects, select the Analyser and clear the setting that is filtering "Advanced Object".
In addition to the above settings, more options can be set on a report. See Report Properties for more details.
Editing Reports
Editing an existing report is performed in Report Builder.