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. (Optional) To add one or more nested custom tags, select a tag, or type the name of the parent category tag, followed by a backslash, followed by the name of the child tag, then click Add Tag. For example, you could type: "Regulations\Industry Standards". You can add additional tags, maintaining the format: a\b\c and so on.

   Note: If you delete one of the custom nested tags, all the tags in which it is nested are also deleted, including the parent tag. If you nest a custom tag inside a subscription tag, and then delete it, only the custom tags are deleted.

   When you complete the process, the new tags appear in the list, with the nested custom tags visible when you expand the parent tag.

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

More information:

Tag Tasks

Edit a Report

Delete a Custom Report