To define a report from the dashboard:
-
Select the
Create report definition icon at the top right of the dashboards panel.
The
Create report definition window appears showing the records relevant for the specific dashboard it was opened from and with the selected filters and
time range already applied to the dashboard.
-
You can:
- Add and remove filters.
- Select specific columns and their order.
- Change the time range.
- Change the name and description.
-
When you have finished, click one of the following:
- SAVE: Adds the report definition to the
CUSTOMIZED list.
- SAVE AND GENERATE: Creates the report definition, sends it for generation, then adds it to the
GENERATED REPORTS list.
- CANCEL