Selecting the New option in the Reports menu to create a new report

About this task

Procedure

Click Reports > New.
On the screen that is displayed, on the upper right, click Edit SQL.
On the Edit Report window, select Add Table to start building the query for the new report.
On the Add Tables window, select the table and click Add.
For example, COMMON.USER_GROUP.
Repeat from step 3 to add more tables if you require.
Click Back to return to the Edit Report window.
Click Add Column to select the columns to be displayed in the report.
The Modify Report Columns window is displayed. The Add Column option is applicable only if more than one table is selected for the report. If you select one table only, the list is blank and the next step is not required.
From the list, select a column and click Add.
Repeat from step 8 until all columns are added.
Click Back to return to the Edit Report window.
To delete a column, complete the following steps:
1. Select Delete Column.
2. On the Delete Report Columns window, select the column and click Delete. Repeat this step to delete more columns. In this example, click Delete until the first column in the list is GROUP_KEY.
3. Click Back to return to the Edit Report window.
To re arrange the report columns complete the following actions:
1. Select Arrange Columns on the Edit Report window.
2. On the Order Columns screen, select the column from the list and click < or > to move the columns to the left or the right.
  In this example, select USER_GROUP.NAME then click the left arrow button until the column is first in the list. Repeat this step to re arrange more columns.
3. Click Back to return to the Edit Report window.
To specify a condition in your query, complete the following steps:
- Click Modify conditions on the Edit Report window.
- On the Modify Report Limits window, choose the appropriate method to select a limit.
  - Click Quick Limits to select an already defined limit from the list.
    - Click Add to add this condition to your query.
    - Click Back to return to the Edit Report window.
  - Click Add, to create an AND or OR condition for one of the columns in your query.
```
For example  AND USER_GROUP.NAME LIKE DefaultGroup
```
    - The Modify Reports expanded screen is displayed.
    - Select AND or OR from the list.
    - Select the column from the list.
    - Select the operator from the list.
    - Enter the value for the condition in the field, in the format and type that is specified on screen.
    - Use the Append column to query option to select whether to display the condition column in the report. Select Yes or No.
    - Click Add to return to the Edit Report window. A message is displayed.
      Limit added: “AND USER_GROUP.NAME LIKE DefaultGroup
To see the full SQL for the query, complete the following steps:
1. Click Edit SQL on the Edit Report window.
  The Edit SQL screen is displayed.
2. Click Update to make changes.
3. Click Back to return to the Edit Report window.
To name your new report, complete the following steps:
1. Click Edit Name on the Edit Report window.
2. On the Edit Name window, type in a name for your report and click Update.
  The message 'Report was renamed ' is displayed on the screen.
3. Click Back to return to the Edit Report window.
Submit
When you click Submit, the query is run and the report that it generates is displayed with the name that you defined, in Edit Name.
- To save the new report, complete the following steps:
  - Click Reports > Save custom query.
  - Change the Query name if required.
  - Enter a description for your report.
  - Enter a menu name. This name is displayed in the Custom Reports menu.
  - Select the groups that can have access to the 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.
  - Click Submit.

Results

The new report is created.