Creating a report by adding tables and columns

About this task

You can create a custom report by adding database tables and columns to existing reports. For more information, see Adding a database table to a query. After you add the required tables and columns, you can save the report.

To save the report, complete the following steps:

Procedure

Click Reports > Save As Custom Report.
  1. Change the Query name if required.
  2. Enter a description for your report.
  3. Enter a menu name.
    This name is displayed in the Custom Reports menu.
  4. Select the 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.
  5. Click Submit.