Creating a Report with Report Designer

Prerequisites: To perform this task, you must have the "Create Report - Report Designer" role permission for the module for which you are creating the report.

To create a report using Report Designer:

1. Create a new report using one of the following methods:

   1. If you have the Report Designer open, click the Menu icon and choose New from the menu.

   2. Open the Report Center and in the Report Manager tab, go to More > Create New – Report Designer.

2. The Report Designer opens and a new blank report is displayed. Now, you can begin adding fields to the report. Note: When you add fields to a report, you will be prompted to choose a module for the report. You are only able to create reports for modules to which you have access. See Managing Fields for a Report in Report Designer.
3. Use the various to add controls, and create report definitions.
4. Click Run Report to generate the report and/or choose Save from the menu to save the report.

Once the report is run, the report is saved to the user’s private report folder and is also accessible from the recently run reports section of the Report Center.