Creating Reports

How to Create Ad hoc Reports

Follow this instruction to create or test new reports that you need on a one-time basis. You may refer to the Report Elements section for further guidance on creating reports.

  1. Navigate to My Objects → My Reports.

  1. Click on the “+” icon.

  1. You will be prompted with this screen where you need to fill in the following details:

    • Name and Description

    • Time Windows Begin/End - Date for when the Report is ON (active)

    • Owner - Override instance owner; the schedule's owner is used by default.

    • Removal Age - Override the removal age of the instance. If not specified, use the definition's removal age. If the definition removal age is not specified, use the number of days since the last scheduled run.

    • Output Type, Page Size, and Page Margin for the report’s format

    • Delivery Recipients, Sender, and Subject

To create a Report based on a previously existing template, select a file from the Git Repository list. Then select a report from the Report File list. The list of reports depends on the file you selected from the Git repository.

  1. Click on the "+" or Save icon to save and finish.

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