Creating a report type

Before you generate a report, you must create a report type. A report type connects a report template and a workspace by determining the workspace components to use in the template.

About this task

To create a report type:

Procedure

  1. Click Reports > Generate Report.
  2. Click Add Report Type. The "Select report target" page is displayed.
  3. From the list, select a report target. The report target affects how you select the content of the report.
    1. Focal Point: Map each part of the template to a view, attribute, or other part of the workspace.
    2. RPE: Map views to the displayed data sources.
    3. TPE: Map a view to the displayed report name.
  4. Click Next. The Add Report Type page is displayed. Depending on the report target that you specified, different templates are displayed.
  5. On the Add Report Type page, select a template, type a title and description for the report type, and select a report format and the available views.
    Note: Only administrators can specify the available views.
  6. Click Next.
  7. Map the report template values to the content to add to the report. Your options depend on the selected report target.
  8. Click Next.
  9. Set the report type access for members.
    Note: Members do not need to have access to the selected views to view the report.
    • If you click Specific Member or set of Members, click Next, select the members, and click Finish.
    • If you click Member View, click Next, select a member view, and click Finish.
    • If you click All Members, click Finish.

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