Workspace → My Reports → Adding a report
Adding a report
Add a new report. Open the New Report dialog box. Name the report. Set
the parameters and define its update frequency.
To add a report
Open the Workspace module.
Select the Advanced Reports tab.
Click New Report.
In the New Report dialog box, type a name for the report.
On the General tab, choose a template from which to generate the report, the investments
from which report data will be generated, a description, and whether you want to
run the report immediately upon saving it.
On the Schedule tab, select Run this report on a schedule if you want the report
to be run on a periodic basis. Define how frequently you want the report to be run,
the format in which the report will be presented, and how many previous instances
of the report you want to store.
On the Recipients tab, select the users, security groups, and security roles who
will receive a notification when this report is run and click Add.
On the Template tab, enter the report notification's subject line in Title. Add
custom attributes into the message body and subject line. Choose an attribute from
the Insert Attribute drop-down and then click Into Template (for the message body)
or Into Title (for the subject line). Click Into Template next to Insert URL Link
to insert the URL of the summary view for the investment type from which the notification
Click Save .
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