Creating a report using a provided report type

Create your own report by simply selecting the report type, report format, and report fields that you want to use.

Procedure

  1. Select the Reports tab, and then select Quick Report.
  2. At Report Name, enter a unique name. A report name is required. The report name is used to save the report in the database and must be unique.
  3. At Report Title, enter a descriptive title for the report. A report title is required. The title is displayed at the top of the report.
  4. At Visibility, select Public or Private. Private reports cannot be shared. Public reports can be shared with users who have required access. For details, see Report group permissions for Quick Report.
  5. At Report Format, select a table or one of the chart formats: bar, line, or pie. For details about reports formats, see Report format and presentation reference for Quick Report.
  6. At Report Type, choose a report type. The report type determines the content that you include in your report. For details and examples, see Report type reference for Quick Report.
    • Select the report fields to display in your table or chart report.
    • Select the group and sort options to control report presentation.
    Important: If you select the BOM report type, the Project box is displayed. To create a BOM report for a specific project, first select the project to display the complete list of report fields, then select the fields to include in the report.
  7. (BOM report type only) At Projects, select one of the following options:
    • Select All Projects to display the standard BOM report fields only. (All Projects is the default setting.)

      The report output contains BOM information for all the projects in the database.

    • Select one project to display its project-specific BOM fields in addition to the standard BOM report fields.

      The report output contains BOM information for a single project only.

  8. Click Save Report to save your selections. The report is displayed in the report list.

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