Creating a report by editing the SQL statement

About this task

If you know SQL, you can create a custom report by editing the SQL query that is used to generate an existing report. To edit the SQL, complete the following steps:

Procedure

  1. To generate your base report, perform step 1 . Generate the base Report
  2. Click Reports > Save custom query.
  3. In the SQL data field, make the changes to the SQL.
  4. There are 2 options available now.
    • To check the output of the report, go to step 5.
    • To save the report go to step 7.
  5. Click Run Report.
  6. If the generated report is what you require, go to step 7, otherwise, complete the following actions.
    • Click Reports > Save As Custom Report.
    • Repeat from step 3 until the report meets your requirements.
  7. Select Reports > Save custom query.
  8. Change the name in the Query name field to one relevant for the new report.
  9. Change or delete the description in the Description field.
  10. Enter a menu name. This name is displayed as a menu item in the Custom Reports menu.
  11. Select any groups that can have access to this report.
    Note: The created report is displayed only in the Custom Reports menu of the Admin user or Super User who created the report. If groups are selected, the report is also displayed in the Custom Reports menu of any users who are members of the selected groups.
  12. Click Submit.

Results

Your custom report is created.