Creating report formats

You can create your own report formats.

About this task

HCL Compass software includes predefined reports and report formats. .

To create a report format:

Procedure

  1. Click Query > New Report Format.
  2. In the Choose Record Type window, select a record type and click OK.
  3. In the Edit Report Format window, enter a name for the report format in the Report Format Name field.
  4. From the Select Fields Available for Report list, select fields to make available in a report based on this format and add the fields to the Fields in Report list. Do this by double-clicking a field in the Select Fields Available for Report list.
  5. Click Author Report.
  6. In the Field Explorer window, expand Database Field and then expand the HCL Compassentry to view available fields.
  7. Drag the fields to include in your report format from the Field Explorer window to an area on the Design page. You can move and resize fields in any of the design areas.
  8. If the File > Save Data with Report check box is selected, clear it.
  9. When you are finished, click Close.
  10. Click File > Exit. (Do not click File > Save As.)
  11. Click Yes.
  12. Click OK.
    You are prompted to save your changes to the database.
  13. Click OK.

Results

The report format is selected in your Personal Queries folder. You can keep the default name, but you might prefer to rename it to reflect the type of reports that you can generate with it.

Only HCL Compass administrators or someone with the Super User privilege or the Public Folder Administrator privilege can place report formats in the Public Queries folder.