New Custom Report
 
Click New button in Custom Reports Manager or press ALT+N to open the Custom Reports Wizard.  
 
Perform the following steps to create a new custom report:

Step 1: Report Selection page

       
 

  1. Select the required report to be used as template. You can view a short description and the fields for the selected report in the right pane.
  2. Click Next to proceed to the next step. Click Back anytime to go back to a previous step.      

Step 2: Fields Selection page
 

This step allows you to select the required fields from the report fields.


 

Perform the following steps in this dialog:
  1. Select the required field(s) to add. You can use  to add a field to the selected fields list and    to remove a field from the selected fields list.
  2. Select a field from the selected fields list and click  or  to move the field one position up or down. Also click   or   to move the field to the first or last position in the field list.
  3. Click Next to proceed to the next step. Click Back anytime to go back to a previous step.      


 

 
Step 3: Specify Report Criteria
 
This step allows you to apply specific conditions for filtering report data.
 


 

Click Edit to create a data filter. Criteria dialog will be displayed as shown below:


Perform the following steps in this dialog to specify the report criteria: 
  1. Choose a field name from the dropdown, select an operator and specify the filter data.
    NOTE: Operators include a special operators called “contains” and "does not contains". "contains" determines whether or not a given character string matches a specified pattern. The operator “does not contain” performs the reverse function of the “contains” operator.
  2. Click Add to Filter. The selected condition will be added to the criteria list and will be displayed as shown below:


     

  3. Use “AND to Filter” and “OR to Filter” , parenthesis (, ) etc., to build an enhanced filter condition as shown in the example below:

[Web Application] Contains ‘Test’ OR [Created Date] >= #07/01/08 12:00:00 AM# 

  1. Click OK in Criteria dialog to go back to the criteria page.
The added criteria will be applied to the report as shown below:
 

Click Next to proceed to the next step.
 
Step 4: Report Summary
 
This step displays the summary information for the selected report.
 

 
  1. Specify unique name and description for the custom report.
  2. Click Finish to save the new report and close the custom reports wizard. 
You can view the newly created custom report and its settings in Custom Reports Manager window as shown below: