Create a report source

Create a custom set of data that you can use to create reports. Create a report source when the data you need does not exist in a single table.

Before you begin

Role required: report_admin

About this task

If you update the conditions in a report source, these conditions are automatically propagated to all reports based on that report source.


  1. Navigate to Reports > Administration > Report Sources.
  2. Click New.
  3. Fill in the fields on the form, as appropriate.
    Table 1. Name of form
    Field Description

    The name of the report source. For example, Open incidents

    Table The table on which the report source is based. For example, Incident [incident].
    Description A more detailed description of what the report source does and its purpose.
    Filter Conditions for the specific table records to include in the report source. For example, to include open incidents, select [State] [is] [Active] for the Incident table.
    Note: If the report source is used for a report that also includes OR conditions, records are only included in the report if they match the conditions in both the report source and the report.
  4. To view any reports based on a report source, click the Reports using this report source related link in the report source record.

What to do next

Use the report source to create a report.

Note: While a report source is used by active reports, you cannot delete it.