System Settings → Report Templates → Custom Reports

Custom Reports

This section describes how to build, deploy, manage, and manage reports. It also provides descriptions of the data services stored procedures, which provide the data to reports.

Users of this section should be familiar with the following tools and concepts:
To better understand how reports work, you should be familiar with the following concepts. Reports are sometimes referred to as report templates.
The following software is required for reporting:

Downloading a report definition file template

You can use an existing report definition file (both custom and out-of-the-box) as a template for creating a new custom report definition file.

To download a report definition file template
  1. From the application toolbar, click Setup, and then select System Settings.
  2. Select the Report Templates tab.
  3. Select a custom or out-of-the-box report definition and click Download a Report Definition File.
  4. Save it to a location on your local computer.

Removing a custom report definition file

If you don't need a custom report definition file, you can delete it.

To remove a custom report definition file
  1. From the application toolbar, click Setup, and then select System Settings.
  2. Select the Report Templates tab.
  3. Under Custom, select the report definition file you want to remove and click Delete a Report Definition File. Confirm.

Uploading a report definition file

After you have created a custom report definition file using the OLE DB Provider and Microsoft SQL Server Reporting Services, you can add it.

To upload a report definition file
  1. From the application toolbar, click Setup, and then select System Settings.
  2. Select the Report Templates tab.
  3. Click Upload a Report Definition file.
  4. In the Upload Report Template dialog box, click Browse to specify which report definition file you want to upload and select the template type from the Type drop-down.
  5. Click Upload. When the upload process is finished, click OK.

Viewing out-of-the-box reports

Out-of-the-box reports can be viewed from the Report Templates view in the System Settings module and are grouped in the upper section of the view.

To view out-of-the-box reports
  1. From the application toolbar, click Setup, and then select System Settings.
  2. Select the Report Templates tab.
  3. Out-of-the-box reports are listed under System.

Viewing custom reports

Custom report templates can be viewed from the Report Templates view in the System Settings module and are grouped in the lower section of the view.

To view your organization's custom reports
  1. From the application toolbar, click Setup, and then select System Settings.
  2. Select the Report Templates tab.
  3. Custom reports are listed under Custom.

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