Creating a Report

(My reports tab only.)

You can create your own reports from the provided data sources, if this feature has been enabled for your site.

To create a new report, do one of the following:

• On the My reports tab, click Create a new report.
• Select File menu > Create a new report.

The Create a new report dialog appears.

To create a new report:

1. In Title, provide a title for the new report.
2. In Folder, choose the folder where you want the new report to be created.
3. In Data source, choose the source that contains the data for your new report.
4. In Notes, provide descriptive notes about the report. (Optional)
5. Click Continue.
   
   The Report contents page for your new report appears.
6. Make your selections (or accept the defaults), and then click Show new report.
   
   The new report opens as a table.
7. To save it in My reports, do one of the following:
   • Click Save and select Save report or Save report as.
   • Select File menu > Save report or Save report as.