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How to Create a Report

You can create custom reports for your environment, either by using the process outlined in this section to create an entirely new report, or by using a pre-defined report as a template. You can view custom reports or set them as scheduled report templates.

You can also edit or delete custom reports, and export report information. You can perform these customization tasks only if you are logged in as a user with the Administrator or Analyst roles.

The process of creating a new report using the report design wizard has the following steps:

  1. Opening the report design wizard.
  2. Adding report details - Naming the new report and assigning category tags.
  3. Designing a report layout - choosing which queries are included in the report and how they will be displayed.

More information:

Open Report Design Wizard

Add Report Details

Design Report Layout

Tag Tasks