Create a New Report Item

To create a new report item

1. On the Action bar, click New, and then click Report. The New Report wizard appears.

   

   
   New Report - Properties

   • Title: Title for a new Report. The text entered in this text box cannot be edited as this is a unique text box.

     Note: Title cannot contain special characters such as # ~ & + \ " ' < > | @ ! $ % * ( ) = / { } ?

   • Description: Description of the new Report.

     Note: Title cannot contain special characters such as # ~ & + \ " ' < > | @ ! $ % * ( ) = / { } ?

   • Attach Report: This property allows the user to select the required report to be attached. Upon clicking the Click here to Attach link, the required report can be browsed and attached.  The user can even detach the report and attach a different report in this property.

   • Attachment Type: This property allows the user to select the type of attachment for the report to be attached. The attachment formats supported are PDF, Excel, Image, and others.

   • Source: This property allows the user to give the source of the report to be attached. The default value in this text box is Manual. If a report is stored in the List using Report Generator activity, then the source would be "Report - Workflow Name".

   • Save: This property is to save the entries made.

2. Click Save.