9.3 Report Definitions

9.3.1 Creating a Report Definition

Select Reports > Report Definitions.
Click Add in the toolbar.
In the Name field, enter a name for the report.
(Optional) Select Unformatted to create a report that is delimited text only, with no report layout assigned.
Select a report type by clicking one of the options.

NOTE:For users who are familiar with writing SQL queries, a Custom Query report definition may provide better control and performance than a comparable unformatted report definition.
Click OK to create the report definition.

Depending on the report definition type, set any remaining report definition parameters, or for Custom Query reports, write the necessary SQL query and report definition layout.

For details on the various Built-in reports and their parameters, see Section 10.0, Built-in Reports.

For details on Custom Query reports, see Section 11.0, Custom Query Reports.

Select Reports > Report Definitions.
From the list of report definitions, select the one that you want to delete.
From the toolbar, select Delete.
Click Yes in the confirmation dialog to confirm the report definition deletion.

NOTE:Editing or deleting a Report Definition, does not affect any Stored Reports previously generated from that Report Definition.

To save time in creating a new report definition and its associated properties, you can copy an existing report definition.

When you copy a built-in report, the following properties are included:

When you copy a Custom Query report, the following properties are included:

NOTE:Copying a report definition does not copy the content in the Description field, nor does it copy the report schedule.

Select Reports > Report Definitions.
From the list of report definitions, select one that you want to copy.
From the taskbar, click Copy.
Click Copy.

The new report definition is added to the list of report definitions with the name Copy of preceding the name of the original report definition.
Select the copy of the report definition.
From the taskbar, select Rename.
In the New Name field, specify a name for the new report definition, then click Rename.
From the taskbar, select Schedule > Edit Schedule.
Set the scheduling parameters for the new report definition, then click OK.
From the taskbar, click Edit.
In the Description field, enter a new description.
Click Save.