Before you generate a report, you must create a report type. A report type connects a report template and the data in a workspace by specifying the workspace components to use in the template.
Before you begin
Before you can create a report type, you must have at least one report template.
Procedure
1 Click the Settings icon , and then, from the Configure group, click Generate Report.
2 Click Add Report Type.
3 In the “Select report target” window, select a report target.
The report target affects how you select the content of the report. To map each part of the template to a view, attribute, or other part of the workspace, select Focal Point®.
4 Click Next.
The Add Report Type page is displayed. Depending on the report target that you specified, different templates are displayed.
5 On the Add Report Type page, select a template, type a title and description for the report type, and select the report format and available views.
Only administrators can specify the available views.
6 Click Next.
7 Map the report template values to the content to add to the report. Your options depend on the selected report target.
8 Click Next.
9 Set the report type access for members. Members do not need to have access to the selected views to view the report.
▪ If you click Specific Member or set of Members, click Next, select the members, and click Finish.
▪ If you click Member View, click Next, select a member view, and click Finish.
, and then, from the Configure group, click Generate Report.