Create a new standard report

Use these instructions to create a new standard report.

To create a new report:

1. In the main menu header, click Reports > Reports.
2. Click the New tab.

3. In the Report Name field of the new report form, type a name for your report.

   

4. From the Report Type drop-down, select the type of report template to run.

   

5. Select a report date range. The report parameters available depend on the selected report type. All reports have a date range parameter. You need to set a Start Date and an End Date for the report.

   1. In the Start Date field, click the drop-down and select a date from the calendar.

   2. In the End Date field, click the drop-down and select a date from the calendar.

      

6. If the type of report you are creating requires you to select a contract against which to run the report, from the Contract drop-down, select an existing contract.

   

7. If the type of report you are creating requires other parameters, these display in the Parameters section. Select any that apply to your report.
8. To add filters to your report, in the Parameters heading bar, click the arrows to the left of the Advanced button. Do one of the following:
   • From the Filter drop-down, select a filter.
   • Build a filter.

9. Click Save. The report generates.