Administration Guide › Queries and Reports › How to Create a Report › Add Report Details

Add Report Details

You can create a new report from scratch or from a copy of an existing report. When you create a report, you name it and add any subscription or custom tags you want to associate with it.

To add report details

1. Open the report design wizard.
2. Enter a report name. You may also enter optional description information for reference.
3. Select one or more tags that you want the report to be associated with using the Tags shuttle control.
4. (Optional) To add a custom category tag, enter a tag name in the Add Custom Tag entry field, and click Add Tag.

   The custom Tag appears as in the Selected Tags list.

5. Advance to the Layout step or click Save and Close if at least one query has already been selected.

More information:

How to Create a Query

Tag Tasks

Edit a Report

Delete a Custom Report