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Call Report Builder

When you select Reports—User Designed Reports—Call Report Builder from the eSite menu, Report Builder opens. Your data source, data models, and report templates are available within Report Builder. This is the interface you can use to design your own reports.

First, you will choose the report template you want to use and immediately save it with a new name that is meaningful to you. Then, you can customize the template by adding fields from the associated data model. You can also create formulas and format the report layout.

Or, you can choose to create a user designed report from scratch, without using a template. This option enables you to quickly create an ad hoc report for one-time or limited use. Although it might require more formatting than a report built from a template, this option gives you more control over the report formatting.

See Also

User Designed Reports Overview

Saving User Designed Reports

To Create a User Designed Report from a Template

To Create a User Designed Report without a Template

To Edit User Designed Reports

Install Models and Reports Overview

Install Models and Reports Tab

To Install Models and Reports

To Overwrite Existing Models and Reports

Delete Reports Tab

To Delete User-Designed Reports from eSite

Set Report Defaults Tab

To Set Report Defaults

To Edit Report Default Settings

User-Designed Report Tab

To Print User-Designed Reports

Reports Overview