Using the Report Listing

The Report Listing page displays global and personal reports. You can filter the reports displayed on the Report Listing page by name, solution, application, or type.

Note: Only users who have global report administration rights can add, edit, and delete global reports from the Report Listing. To access the User Accounts All report from the Report Listing, a user must have at least read permission to the Manage Users page. For more information, see Adding User Accounts.

Note: Report administrators and configuration administrators with permissions can add, edit, and delete global reports from the Report Listing. Report administrators also must be assigned an access role that provides Save Report: CRUD rights for the application. To access the User Accounts All report from the Report Listing, a user must have at least read permission to the Manage Users page. For more information, see Adding User Accounts.

Add a report

  1. On the Navigation menu, click Reports.

  2. Click Add New.
  3. Select an application.
  4. Click OK.
  5. Run a search.
  6. Save the search results as a report.

Run a report

  1. On the Navigation menu, click Reports.

  2. (Optional) Use the Grouping and Filter toolbars to filter and sort the list.
  3. Select the report.

Update a report

  1. On the Navigation menu, click Reports.

  2. Select a report you want to update.
  3. Click .
  4. Enter search criteria of the report, and click Search.
  5. Do one of the following:
    • To save the report, click Save.
    • To save a separate report with your changes, select Save as New Report from the list displayed.
    • To save the changes to the existing report, select Save Report Changes from the list displayed.
  6. Complete the Report Information section.
  7. In the Report Type section, select the report type: Personal or Global.

    If you selected Global Report, assign user and groups access rights for the report.

    Note: The report cannot be saved if the default language of the global report does not match the default language of the user.

  8. Complete the iView Caching section.
  9. In the Refresh Rate list, select how often you want the report to refresh.

    If a refresh rate is set, iView caching is disabled.

    Note: If you change the cache duration from one time range to another, open and refresh the Report iView to complete the change.

  10. Click Save.

Print a list of reports

  1. On the Navigation menu, click Reports.

  2. Click Print.
  3. On the print preview page, click Print.
  4. In the Print dialog box, click Print.

Delete a report

  1. On the Navigation menu, click Reports.
  2. In the row of the report that you want to delete, click .
  3. Click OK.