Administration Guide › Reporting › How to Create and Run Custom Reports › Create the Report Task › Profile Tab for Report Task

Profile Tab for Report Task

To enter the profile information for a report task, click on the Profile tab and complete the following fields:

Name

Defines the name of the report. Each report task name should be unique.

Tag

Defines a unique identifier for the task. It is used in a URL, a web service, or a properties files. It must consist of letters, numbers, and/or underscores, beginning with a letter or underscore.

Category

Specifies the category to which the current task belongs.

Note: Select the Reports category.

Category 2

Specifies the sub-category to which the current task belongs. Enter any string in this field.

Primary Object

Specifies the object on which the task operates.

Note: Select Report Instance as the primary object.

Action

Specifies the action that is performed on the primary object.

Note: Select Create as the action.