Create, Modify, or Replicate a Report Workflow
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Click a task in the diagram to navigate to the instructions to perform the task. After reviewing the instructions, use the Back arrow in the navigation bar to return to this workflow.
Description
The diagram illustrates the workflow for creating, modifying, or replicating a personalized report definition in Report Writer.
Related Workflows
The following workflows may have one or more tasks in common with the Create, Modify, or Replicate Report Definition Workflow.
To create, modify, or replicate a report definition:
- Complete the Report Definition section of the Report page. Click here for more information.
Note: You must complete the Report Definition section when creating a report. This is the only required section. - If needed, complete each of the following optional sections on the Report page.
- Click the Save button to save your changes, or click the Cancel button to close without saving.Click the Save and Generate button to save your changes and view the report.
Note: A confirmation message appears. - Click the Yes button to confirm, or click the No button to close the window without confirming.
Note: The report is added to the user's reports list.
- Access the Create Report Page
- Access the Replicate Report Page
- Access the View Report Page
- Change a Report Definition to Public or Private
- Complete the Printing Criteria Section
- Copy a Report Definition
- Copy All of a User's Report Definitions
- Delete a Report Definition
- Delete All of a User's Report Definitions
- Transfer a Report Definition
- Transfer All of a User's Report Definitions
- View a Report Definition
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If you specify a grouping, the report will be broken into sections based on the first sort field selected. |
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If you specify a grouping and specify a total, a total line appears at the end of each grouping section. A total line appears at the end of the report for the entire report contents. |
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If you do not specify a grouping but specify a total, a total line appears at the end of the report for the entire report contents. |
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If you specify a grouping and specify a count, a count line appears at the end of each grouping section. A count line appears at the end of the report for the entire report contents. |
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If you do not specify a grouping but specify a count, a count line appears at the end of the report for the entire report contents. |
Create, Modify, or Replicate a Report Definition
To create, modify, or replicate a report definition:
Create, Modify, or Replicate a Report Definition steps (DR)
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Complete the Report Definition section of the Report page. Click here for more information. |
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If needed, complete each of the following optional sections on the Report page. |
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Click the Save button to save your changes, or click the Cancel button to close without saving.Click the Save and Generate button to save your changes and view the report. |
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Click the Yes button to confirm, or click the No button to close the window without confirming. |
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If you specify a grouping, the report will be broken into sections based on the first sort field selected. |
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If you specify a grouping and specify a total, a total line appears at the end of each grouping section. A total line appears at the end of the report for the entire report contents. |
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If you do not specify a grouping but specify a total, a total line appears at the end of the report for the entire report contents. |
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If you specify a grouping and specify a count, a count line appears at the end of each grouping section. A count line appears at the end of the report for the entire report contents. |
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If you do not specify a grouping but specify a count, a count line appears at the end of the report for the entire report contents. |