User Guide › Reports › Saved Reports › Adding a Simple Report to the Reports Folder

Adding a Simple Report to the Reports Folder

To add a simple report to the reports folder

1. In the Report Wizard page, click Add to Reports Folder.

   The Add to Reports Folder page opens.

   

2. In Name, enter a name for the saved report. You can select an existing saved report in the Existing Saved Reports field to use its name as a basis for the name of the new saved report.

   Note: Use descriptive names for saved reports, so that they can be easily identified in the Reports Folder page.

3. In Folder, select the folder to which you want to add the Simple report from the drop-down list.
4. In Description, enter a description for the Simple report.
5. In Chart Options, select how to scale the Y-axis on the chart from the Automatic Scaling drop-down-list.
6. In Owner, select the owner of the report. A user or user group that is the owner of a report can view the report in the list of saved reports and modify the report, if required.

   Note: This drop-down list is disabled when creating a new Simple report starting from the My Reports folder

7. In Permitted users, select the user who is permitted to view the Simple report from the Available list and click the arrow, or double-click the user. The user moves to the Included list.
8. In PDF Parameters, define the page setup parameters for when the report is to be exported to PDF.
9. In Related reports, click Add.

   The Find window opens.

   1. Select the related reports to include in the Simple report and click OK. The reports are added and shown in the Related reports list box.
   2. Arrange the order of the fields in the list by selecting a related report and clicking the arrows. The order of related reports in this list determines the order in which the reports are displayed (from left to right, or from top to bottom).

   Note: You can remove a related report from the Related reports list box by selecting it and clicking Remove.

10. Click Save to save the Simple report and return to the Reports Folder page.
11. Click Cancel to stop the process and return to the Reports Folder page.