Create a custom report from an existing report

This method is convenient because you can extend an existing report. Examine your current standard and custom reports and select one with similar data sources or output to the new report that you want to create.

  1. In the Console, select the report that you want to copy, with all the parameters configured as you wish to copy them.
  2. Click Copy to New Custom Report.
  3. Edit the report properties and query string as desired.
    1. In the Report properties section, you should give the new report a unique name. You can also modify the report summary, description, and category.
    2. In the Report query section, you can modify the SQL query directly.

      To edit the SQL query, you will need to know about the data schema of the database. For further information on the data schema, click Help in the report window or refer to the Reports Data Schema in the Knowledge Center for the product you installed.

    3. To validate your SQL query string and ensure that your report delivers the appropriate results, click Produce Report.

      This will actually produce the report, so you might want to limit your testing to a small set of data.

      You can continue to edit your SQL query string and test the results of your report until you are ready to save it.

  4. To finish, click Create.

To access your new custom report, navigate to Reports then Custom Reports.