Create User-Defined Reports

2014.0 reports user-defined

 

To create a user defined report:

1.Click the plus sign My Reports Add button  to add a new report to My Reports.
2.In Add New Report, choose the Report Name Rule.
3.In Custom Text, you can enter your custom name, for example, Tax Provision Report.
4.In Custom Text_ReportLevelValue, you can enter your custom name and the report level value is automatically added to the custom name, for example, Tax Provision Report_1000.
5.In Folder Location, choose a folder where you want the report to reside. The report will be saved in the selected folder or subfolder location.
6.The option Apply to Multiple enables you to apply your selections to multiple Datasets and Units. An administrator can share a report between multiple datasets and units.
•Reports in My Reports are available to the administrator that created the original reports.
•Reports in Shared Reports are available to users with access to the selected dataset and unit.
•Only users in the Administrator group are allowed to create, delete, edit or move reports within the same folder or across system folders.