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Administration Guide › How to Configure Reporting › Create Custom Reports

Create Custom Reports

If you want to report on different information than what is available in the default reports, create custom reports and run them in the product.

Follow these steps:

  1. In the Portal, go to Reports, Manage Reports.
  2. Log in to InfoView.
  3. Click Document List and expand Public Folders.
  4. Navigate to CA Reports, CA GovernanceMinder.
  5. Right-click the CA GovernanceMinder folder and select New, Web Intelligence Document.
  6. Double-click the CA GovernanceMinder Universe.

    Note: Do not install the samples to avoid having unneeded universes.

  7. Build the report using the CA GovernanceMinder objects provided.

    Note: For more information on building reports, see the BusinessObjects documentation.

  8. Click Run Query.
  9. Adjust report format and styling.
  10. Click Save and browse to Public Folders, CA Reports, CA GovernanceMinder.
  11. Type the name of the report and click OK.

    Your report is saved and now appears in the Portal under Reports, View Reports.

Note: Be sure that the user running the custom report has the appropriate permissions to view the report in the product.