In addition to using the standard reports that are provided, you can create your own reports to meet additional business needs. When you create a report, the report uses a default format based on the case type and report type that you select. You can modify the default format by using the tools in the Report Editor.
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In the Case Manager portal, open the Report Browser by clicking
Reports in the left navigation pane.
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Click Create new report.
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In the Create new report modal dialog box, specify the following
information:
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Case type – Select the primary case type or data type that you
want to report on. The case types that are available include all work types within the
current application.
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Report type – Select whether the report is a list report or a
summarized report.
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Click Submit to create the report. The report opens in the
Report Editor.
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In the Report Editor, modify the report to meet your business needs.
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Click Done editing when you are ready to save the report.
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In the Save report as modal dialog box, specify the following
information:
- Title
- A title for the report. By default, the system provides a title, which you can
change. You can specify the same title for multiple reports. The generated report
key is the unique identifier for a report rather than the title.
- Description
- A short description of the report.
- Category
- The category that you want the report assigned to. Select the category from the
menu.
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Click Submit to save the report. The new report opens in the
Report Viewer, and a report shortcut is created in the category that you selected.