Creating a report

In addition to using the standard reports, you can create your own reports to meet additional business needs. For example, you can decide which columns to display in your report by using the Report Editor.

1. In the header of Dev Studio, select the portal in which you manage reports.
2. In the left navigation pane, open the Report Browser by clicking Reports.
3. Click New report.
4. In the Create new report modal dialog box, specify the report details:
   1. In the Case type list, select the primary case type or data type on which you want to report.
   2. In the Report type list, select the type of report.
5. Click Submit.
6. In the Report Editor, modify the report to meet your business needs.
7. Click Done editing.
8. In the Save report as modal dialog box, enter the report details:
   1. In the Title field, enter the report title.
   2. In the Description field, enter the report description.
   3. In the Category list, select the report category.
9. Click Submit.

Result: The report opens in the Report Viewer, and a report shortcut becomes available in the selected category after you close the Report Viewer.