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Creating, Sharing and Saving Reports

July 3, 2026 05:00 AM
2 min read

Creating a new report item is the process of creating a report template that can be used to generate reports. A new report item can be created by clicking the

role button in the upper-right corner of the window to access the context menu:

Click Reports --> New Report to access the Report Designer.

Report Designer Overview

The Report Designer contains multiple tabs.

  • ItemTypes: to select the top-level ItemType, related ItemTypes, and Item datatype properties.
  • Properties: to specify which property values will be displayed in the report.
  • Summary: to create the report Summary section.
  • Chart: to create a bar, pie, trend, or funnel chart.
  • Chart2: to create the second bar, pie, trend, or funnel chart.
  • Gauge: to create a gauge dashboard.
  • Misc: to name the report and provide title, header, and footer information.
  • Style: to provide additional styling to the report: colors, layout, etc.
  • Filters: to define default data filters to restrict the amount of data shown conditionally.
  • Preview: to run the report in the Preview mode.

Creating a Report

Use the following basic procedure for creating a report:

  1. Select the top-level ItemType in the list.

  2. Select the properties to include in the report.

  3. Click the Continue to Properties button. The Report shown in figure 7 appears.

  4. Click the Misc tab to add more information about the report:

    5. Click the justification

    button to reposition the report fields.

  5. Enter the following information:
    • Name: a report name that is required.
    • Title: a main report title.
    • Description: text under the main title.
    • Header: text at the top of every page.
    • Footer: text at the bottom of every page.
  6. Specify report availability by selecting the appropriate radio button in the Share Report field.
  7. Click the ellipses in the Drill Down Keys field to specify the information to appear in the report.
  8. Set the report availability by selecting one of the radio buttons in the Share Report field and selecting the access type from the dropdown list.

    9. The report can be shared to everyone (Public) or a specific list of Identities (Aliases or Groups) with one of four options:

    Full: a user can view, modify, and save changes to the report. Read Only: a user can view the report, add, modify, or remove filters and filter values. The user can also modify (design) the report, use Save As to create a copy, but cannot change the original design. View Only: a user can view the report but cannot modify it in any way or save changes to it. Locked: the report is available to view only.

  9. Click the Continue to Style button to access the Style tab and continue modifying the report.

  10. Click Continue to Filters to filter the report data.

  11. Click Preview to view the report.

    12. Click the Save Report

    button.