Create a Report

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Follow the steps below to create a new custom application report.

  1. Navigate to the App Designer for your application (Settings > Applications > App Designer).

  2. Click Reports within the Reports & Querying section of the App Designer page.

  3. Click New. The Report Designer window appears.

  1. Within this page, configure the function and structure of the report. All Report Designer functionality is explored in the Using the Report Designer section.

  2. After the report is configured, click Save. The Save Report window appears.

  1. Enter a name for the Report in the Name field.

  2. Select the Report Category from the Category dropdown list, or enter a name for a new Report Category in the New Category field (if the New Category checkbox is selected).

  3. Click the Active checkbox to make the report active.

  4. Click the Folder Report checkbox to allow users to make the report available in the case folder Reports menu for all application cases (or specific case types) rather than in the Reports Section on the main toolbar.

  5. Click Save. The Report appears in the Report List underneath the selected category.