Reference Guide

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• Grouping - Group by Report Type, Author, Private, or None (default).
• Columns - Select which columns to display on the Manage Reports page, such as Name,
Description, Report Type, Author. Also:
• Private - True indicates only the owner of the report can access it.
• Report Administrator - can view all public and private reports.
• Other Administrators - can view private reports they created and all public
reports.
• Created - Date the report was created.
• Modified - Date the report was modified.
• Search - Hover to view columns for performing a search, then enter specific text for those
columns. Use * for a wildcard. For additional filtering to provide a detailed search on a specific
report, see Use_Search_and_More_to_filter
.
View or Modify an Existing Report
On the Manage Reports page, select a report from the Name column to view an instance of that report.
The owner can make the report private or public. See View Report
.
Create a New Report
On the Manage Reports page, click Create New Report and select an option. An instance of that report
opens to customize the information to display. See View Report
.
View Report
On the Manage Reports page, select an option in Create New Report or click an existing report in the
Name column.
• New report - An administrator can select Save As. Save, Rename, and Delete options are
activated, and the report is saved to the Manage Reports page. The owner can make the report
private or public. You can create:
• Single reports
• Report templates - Determine frequent report content that you will generate. Select
Column and Grouping options that are common to all those reports and save it as a
template. See View_or_modify_an_existing_report
.
• Existing report:
• To filter a report, perform a query using Search and More.
• Owner of a report - Can view their private reports and all public ones. Only the Owner
or a Report administrator can modify or rename the report.
• Report administrator - Can view all private and public reports. Can modify or rename
public and private reports.
• Public reports - Any administrator can select Save As to modify a copy of the report.