Create, Modify, or Replicate a Report Workflow

Create or Modify a Report Workflow

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.

Access Reports

report

Access Reports

To access reports:

Move your mouse pointer over any functional area tab to open the menu.
- Or -
Click the Reports button on any summary page.
Note: You must have permissions to view host reports or use Report Writer.Contact your system administrator to request changes to your permissions if required.
To open Report Writer to view custom defined reports, click the Report Writer link.
Note: The Report Writer page appears. Click here for more information.
To open the Host Reports page, click the Host Reports link.
Note: The Host Reports page appears. Click here for more information.

Access Reports

report

Reports Menu Option

To access reports from the menu:

	Move your mouse pointer over any functional area tab to open the menu. Note: You must have authorization to view host reports or use Report Writer. See your system administrator if you require access to reports.
	To open Report Writer to view custom defined reports, click the Report Writer link.
	To open the Host Reports page, click the Host Reports link.

Reports Button

To access reports from pages with a Reports button:

	Click the Reports button. Note: You must have permissions to view host reports or use Report Writer.
	To open the Host Reports page, click the Host Report link.
	To open Report Writer to view custom defined reports, click the Report Writer link.