Creating Reports

Depending on your privileges, you can create reports that are associated with a specific application or solution. This enable you to quickly and easily access the report as you work with an application.

To create a report:

  1. In the side menu, click Reports.
  2. Click the Create Report button located in the upper right corner.
  3. Select a report category such as List, Distribution, or Duration.
  4. Review the available report types for that category.
    Tip: Under each tab, click on a report type to view a sample image of the report. For certain types of reports, you can then hover your mouse over the styles that appear above the sample image to use the style that appears.

    For example, under Trend, click the Backlog report, and then hover over the Horizontal Bar template to change the preview image.

  5. Click the report type name, icon, or the sample image to begin creating a report using the selected template.
  6. Click the tabs at the top of the page to set content, search, sorting, and other options.


  7. Once report criteria is set, click Preview to review results. You can then either save your results or click Back to refine report criteria.

Editing Reports

Use one of these methods to edit a report:

  1. From a report list, click the Edit icon.


  2. After you run a report, select Edit report from the Actions menu.


Deleting Reports

To delete a report, click the Delete icon.

Viewing and Canceling Reports (On-Premise Customers Only)

Follow this procedure when you want to view or cancel a currently running report. This procedure is useful if the system slows down for some reason (for example, if a mass update is being performed), and you want to check the status of the report before attempting to run the report again. Otherwise, if you start multiple instances of the same report, it could lead to over-consumption of server threads and eventual server hangs.

You can perform this procedure on the following report types: Listing, Change History, Distribution, Advanced Distribution, Trend, Summary, State Change, Calendar, Multi-Table, and Backlog.

  1. Click Reports in the side menu.
  2. Select System Reports from the row or the drop-down list.
  3. Click Requests Monitor to run the report.

From the Requests Monitor report page, you can do the following:

  • View details about reports that are currently running
  • Cancel any reports you executed
  • If you have the appropriate privileges, cancel reports executed by other users
Note: You cannot cancel a report while the database query is being completed, usually during the initial stage of the report execution. Once the query is complete, the Cancel link appears.