Create a New Report

You can create New Reports based on an existing System report by following these instructions:

1.   Go to Reports Area.

2.   Click on New Report.

3.   Click on one of the reports you would like to base this new report on.

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4.   Type in a name & description(optional).

5.   Choose the options you would like this report to be use, including if you would like the option to appear when you click on the report in the future, this is done by putting a check mark in Prompt User.

 

 

 Note:

These options will be different based on the report you have chosen.

 

 

6.   Now you have 2 options after you make your report selections:

    If you are done creating your report and would like to view it, click Save

    If you want to discard the addition, click Cancel.

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