Creating a Report

Procedure

  1. Launch the Create Report wizard by selecting Create > Report on the top toolbar or by clicking Create in the Reports box.
  2. Select the report view you want to use as the template for your report by expanding folders and drilling down to your desired report view. (Note: Leave the Default Report Template radio button selected.)
  3. Click OK.
    This generates the report.
  4. To save the report, perform the following steps:
    1. Click the floppy disk at the top of the Report View page. This opens the Save As dialog.
    2. Expand the folders and drill down to the location where you want to save the report.
    3. Click Save.