Creating a report

Achieve greater precision and flexibility in data retrieval and analysis by creating custom reports.

1. In the left navigation pane, open the Report Browser by clicking Reports.
2. Click New report.
3. 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.
4. Click Submit.
5. In the Report Editor, modify the report to meet your business needs.
   For example, you can decide which columns to display in your report.
6. Click Done editing.
7. 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.
8. Click Submit.