Creating a New Report Configuration

Mark Chandler Updated by Mark Chandler

Creating a New Report Configuration

  1. On the left navigation bar, navigate to the Reports tab and select Report Configuration.
  2. Click on New Report Configuration. The New Report Configuration page displays.
  3. Select a report from the My Reports box. A definition of the report will appear in the Report Definition box.
  4. Click on the Create this Report link in the Report Definition box.
  5. Enter a name in the Report Name field.
  6. If desired, change the parameters of the report as needed.
  7. Click Save Report Configuration. You are returned to the View Report Configuration page.
  8. If you click on the Report Configuration button, you will see your new report added to the list of existing options on the Report Configuration list.

How did we do?

Running an Existing Report Configuration

Creating a New Report Schedule