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Create, Modify, or Replicate Report Page Overview

    Create, Modify, or Replicate Report Page Overview

    Purpose

    Use the Create Report, Modify Report, or Replicate Report pages to create, modify, and replicate personalized report definitions in Report Writer to meet your specific needs.

    Description

    The content area of the Create Report, Modify Report, or Replicate Report pages display the following sections:

    • Quick Jump Menu - Appears on the left-hand side of the page. The Quick Jump menu allows you to jump from section to section without scrolling.
    • Report Definition - Identifies the report, application area, view, and report category; and lists available fields to include in the report
    • Selection Criteria - Allows you to select criteria operators for each field in the report
    • Sort Criteria - Allows you to select fields to be sorted
    • Total/Sum Criteria - Allows you to select the fields to be totaled
    • Printing Criteria - Allows you to adjust column width

    Tasks

    You can perform the following tasks on the Create Report, Modify Report, or Replicate Report pages. Depending on your user role, you may not be able to perform all tasks.

    • Create, Modify, or Replicate a Report Definition

      • Select the Fields for a Report

      • Select the Criteria Operators

      • Select the Report Fields to be Sorted

      • Select the Report Fields to be Totaled

      • Adjust the Report Column Widths

    • View a Report Definition
    • Create, Modify, or Replicate a Report Definition

      • Select the Fields for a Report
      • Select the Criteria Operators
      • Select the Report Fields to be Sorted
      • Select the Report Fields to be Totaled
      • Adjust the Report Column Widths
    • View a Report Definition

    Workflows

    One or more tasks in the following workflows are performed on the Report Definition page.

    • Create, Modify, or Replicate a Report Definition Workflow

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