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
- Click .
- Click Add Report Type. The "Select report target" page is displayed.
- From the list, select a report target. The report target
affects how you select the content of the report.
- Focal Point: Map each part of
the template to a view, attribute, or other part of the workspace.
- RPE: Map views to the displayed
data sources.
- TPE: Map a view to the displayed
report name.
- Click Next. The
Add Report Type page is displayed. Depending on the report target
that you specified, different templates are displayed.
- 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.
- Click Next.
- Map the report template values to the content to add to
the report. Your options depend on the selected report target.
- Click Next.
- 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.