RightNow February 08 -- Adding a New Report: RN icon > Report: OR Analytics > Reports > New Report 1 2 3.

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Presentation transcript:

RightNow February Adding a New Report: RN icon > Report: OR Analytics > Reports > New Report 1 2 3

New Report Types:

Toolbar – double click tab to collapse items Design surface -- add output columns and define layout Data Dictionary – select database tables and fields for your report Report Designer:

Add Filters and Search Criteria: Click Filters from the Home tab to view list of filters OR Click Add Filter from the Home tab This pop-up allows you to add a search filter for the report. This pop-up allows you to add, edit or delete filters.

In the Data Dictionary, highlight a table name and drag and drop the output fields onto the design surface. Adding Output Columns: The Current Dataset lists tables already used in your report. Use the All Tables or Customize link to select additional tables if necessary.

Edit Column Format: Right click on a column and select Edit Format to customize the output.

Define How Records are Sorted: From the Home tab click the Sort button.

Set Staff Who Can Open and Edit the Report: From the Home tab click Permissions. By profile, you can allow the ability to open (run) the report or to edit it.

Save Your Report: Click the Save icon and select the location to save your report. You can add additional custom folders using the Reports Explorer. Right click and select New Folder.