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Download ANALYTICS MANUAL
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Creating reports 167 Creating reports Once you have an understanding of what your report should contain, you create it on the report design center. The following procedures describe how to create a sample report to demonstrate the basic steps that are required to create most reports. While the sample report might not be useful to your organization, knowing how to create a report such as this will help you create reports your organization needs. In this sample report, you will be able to see the number of unresolved and updated incident in each incidents queue. You will also be able to drill down on the information in the first level to open a second output level to view details about the incidents in each queue. Note The following procedures describe the steps to create a custom report in a specific order, but you can perform these steps in almost any order you want. Opening the report design center Reports are created and edited using the report design center. The design center gives you access to all the tools you need to create our report or more complex reports. For detailed information about the design center, refer to “Opening the report design center” on page 176. To open the report design center: 1 Click the Analytics button on the navigation pane, double-click Reports Explorer, and then click New Report on the ribbon. Tip You can also open the report design center by clicking the Application button, located at the upper left of the console, and then selecting Report. 2 Select the type of report you want to build: a Grid report, Standard report, or Standard report with Chart. Since the sample report will primarily be used internally by staff members to work with records, select Grid report. Note Grid reports are most commonly used on the console to list records that staff members can open for editing. The other report types are generally used to present summaries of data inside or outside of your organization. If you decide you want a different report type after you start creating a report, you can change it from the Report Layouts button on the ribbon’s Home tab.
