Adding a custom report
You create a custom report by basing it on an existing default or custom report. The report you create may appear anywhere
in the system menu structure.
- Do one of the following:
- To base your report on a default report, from the Home view, click
Reports, and click a report name. - To base the new report on a custom report, navigate to the report in the menu structure.
The report table opens. - To base your report on a default report, from the Home view, click
- Click the filter button (
).The Filter window opens.NOTE: Any filters that are active when you add the report become read-only for the new custom report. For example, if you add a report that is filtered using the Timestamp property, you cannot then change the Timestamp property value. You can, however, change other properties in the Filter window to further filter the custom report. - With the filtered report information displaying, click on the Manage Reports button (
).The Manage Reports window opens.
- To add a new report, choose the
Addoption and click Ok.The Add Report window opens.
- Give the report a name (
Name), choose a location to display the report on the main menu (Navigation Path), define an icon to appear next to the report name (Icon), and enter an integer (Index), which determines where the report appears (left to right) in the navigation path.NOTE: If you chooseNoneforNavigation Path, the report name does not appear in the menu but you still have access to it from the Manage Reports windows (for example, View Report, Edit Report, or other). - In the
Add Reportwindow, click the Ok button.The new report menu item displays in the selected menu navigation path.