Create your own report by simply selecting the report type,
report format, and report fields that you want to use.
Procedure
- Select the Reports tab, and then
select Quick Report.
- At Report Name, enter a unique name.
A report name is required. The report name is used to save the report
in the database and must be unique.
- At Report Title, enter a descriptive
title for the report. A report title is required. The title is displayed
at the top of the report.
- At Visibility, select Public or
Private. Private reports cannot be shared. Public reports
can be shared with users who have required access. For details, see Report group permissions for Quick Report.
- At Report Format, select a table
or one of the chart formats: bar, line, or pie. For details about
reports formats, see Report format and presentation reference for Quick Report.
- At Report Type, choose a report
type. The report type determines the content that you
include in your report. For details and examples, see Report type reference for Quick Report.
- Select the report fields to display in your table or chart report.
- Select the group and sort options to control report presentation.
Important: If you select the BOM report type, the
Project box is displayed. To create a BOM report for a specific project,
first select the project to display the complete list of report fields,
then select the fields to include in the report.
- (BOM report type only) At Projects,
select one of the following options:
- Click Save Report to save your selections.
The report is displayed in the report list.