Creating and Modifying Reports

The Report Editor is used to create new reports and modify existing ones. You may also open an existing report in the editor, make a few modifications and save it as a new report. The Report Editor has eight sections which are used to define the attributes of the report.

Note: Access to the Report Center and Report Editor are controlled by the roles assigned to your user profile. If you require access to these features, contact your administrator.

To access the Report Editor:

1. Click the Report Center toolbar icon.
2. Click the Report Editor link in at the top of the page. The Report Editor displays.
3. Tip: You may also access the Report Editor from an existing report by [1] selecting the report and clicking the Edit action link or [2] clicking the Modify Report button when the report has been generated.
3. After you have configured the report (see the topics below), click Run Report. If required fields haven’t been completed, a message displays, as shown.
4. For more details on the Report Editor, see:
   • Selecting the Chart Type
   • Entering the Title Details
   • Defining Report Data
   • Selecting Fields
   • Adding Filters
   • Defining Benchmarks
   • Setting a Denominator
   • Selecting the Date Range