Create a report

Create a report to visualize and analyze current instance data or temporary data that you have imported.

About this task

Procedure

  1. Follow one of these paths:
    OptionDescription
    Create a report Navigate to Reports > Create New.
    Edit an existing report Navigate to Reports > View / Run and click the edit icon (The edit icon) beside the report name.
    Create a report on a dashboard Navigate to the dashboard where you want to add the report, click the Add Widgets icon (Plus sign button), and select Reports.
    Edit a report on a dashboard Navigate to the dashboard where the report resides and click Edit. To edit a report, click its edit icon (Pencil).
  2. On the Configure and Style tabs, fill in the fields, as appropriate.
  3. Click Save.

    The report is generated.

    Note: For details on creating a specific report type, see Report Designer – Report types and creation details.

Report options

When you edit a form, you can also choose to save, share, run, delete, or view more information about the report.

All actions are available from the upper right side of the form, from the Save and Share choice lists and the Info, Delete, and Run buttons. Available report options vary depending on the role of the user working with the report. For more information, see Administering reports.

Note: In the Report Builder ("Classic UI"), these options are found in the Save menu.
report options icons
Table 1. Report options
Name Description
Link (link icon) Displays the URL of a saved report that you can copy into other documents.
Info (info icon) Displays general and statistical information for the report. General information includes the base table, type, creator, users, groups, and last modification date of the report. Statistical information includes when the report was last run, the number of runs, and run time.
Sharing (reference sharing icon) Displays several options for sharing the output of the report.
Share Enables you to set the visibility of the report. Options are Me, Everyone, and Groups and Users. See Share a report – Report Designer for more information on sharing.

This option is available from the Sharing icon (sharing icon).

Schedule Creates a schedule for running the report.
Note: You cannot schedule calendar reports.
Add to Dashboard Adds the current report to a dashboard or homepage. For details on how to edit reports and other dashboard content, see Edit a responsive dashboard.
Note: Users can add reports to any homepage they can view. Users who do not have edit rights to a homepage create new homepages with the added information when they modify a homepage that they don't own.
Export to PDF Generates a PDF that you can download or email. This option is not available for calendar reports.
Note: Drilldown reports do not export to PDF. If you select Export to PDF on a drilldown report, a PDF of the top-level report is generated.
Publish Creates a URL for the report and displays the URL above the report form. You can email this URL to share the report.
Delete
Delete (reference delete icon) Deletes the report.
Save
Save Saves your changes to the report and leaves the form open.
Update Saves your changes to the report and returns to the Reports list.
Insert Duplicates the report record, inserts it into the Reports list, and opens the Reports list. Use this option to create a report quickly by changing values in an existing report. Be sure to give the new report a unique name.
Insert and Stay Duplicates the report record, inserts it into the Reports list, and opens the new record. Use this option to create a report quickly by changing values in an existing report. Be sure to give the new report a unique name.
Save as data source Opens the Create new report source window in which you can save the report conditions as a report source that can be reused for other reports.
Run
Run Creates the report based on the conditions and layout you select.