This topic describes how to create your own report by changing the settings of any standard report, report template, or template-based report that appears in your Report List and saving your changes under a new name.
The report name is the only change you are required to make when creating a new report. All other settings default from the report or template you originally selected and can be modified as needed or left as they are.
The settings you can change depend on the type of report you are working with (standard or template-based) and your current role. You can't make any changes to a report template. See Report Customization Options by Role for detailed information.
To create a report:
Find a report or template to use as a starting point and display the details.
Select Reports > Report List and use the filters and keyword search to narrow down the available reports and templates. Click the report name to display the Report Detail screen.
Enter a unique name for your report. The Report Name can be up to 100 characters long. Forward slashes (/), back slashes (\), and non-ASCII characters are not allowed in the name.
Change the report settings as needed.
Schedule the report to run for yourself or other users, one time or on a recurring basis.
Click Save to save your changes and add your report to your Report List.
If you don't save your changes, this version of the report will not be available in your Report List, so you won't be able to run it in the future.
Tips
Click Run to run the report immediately, even if you didn't save your changes. You can download the output when the report has finished running successfully.
To help you find your reports more easily, establish a naming convention using a few characters that are common to all your report names, such as your initials or your department name. Then you can enter those characters as your search text on the Report List screen and quickly locate your own reports.
When you modify the report settings, you can usually complete the actions in any order on the Report Detail tabs, although some settings have logical dependencies. For example, in a template-based report, you must specify the columns before you can set up filters on the data, and you must create a group before you can add subtotals.