Reports View

The Reports view provides links to the reports that you have privileges to run, modify, or delete.
Command Description
Show me my Reports Displays all reports that you have created in the selected application, as well as reports that you have created for auxiliary tables. For details, refer to Report Search Results.
Find Reports Searches for an existing report by title, author, or project. For details, refer to Finding Reports.
Create Report Enables you to create a custom report. For details, refer to Creating Custom Reports.
Browse Reports Use the Browse Report links to display a listing of reports by type:
  • Application Reports

    These reports are created as report definitions in SBM Composer and appear in the SBM User Workspace as read-only reports with an extra red stripe on the report icon. You can run one of these reports, and you can save it with a new name as an ordinary listing report. However, you cannot directly modify or delete an application report. For details, refer to Application Reports.

  • Multi-View Reports

    Combine multiple single reports that are created from the same or different applications, auxiliary tables, or external reports. For details, refer to Multi-View Reports.

  • Multi-Table Reports

    Query system fields to list items from multiple primary and auxiliary tables. For details, refer to Multi-Table Reports.

  • External Reports

    View external data. For details, refer to External Reports.

  • Built-in Reports

    Available for every application tab, the default set of built-in reports depends on your product-access level. Most built-in reports return items only from the selected application tab. If you have privileges to view items in the Contacts table, the All Contacts, All Active Contacts, and All Inactive Contacts built-in reports are also available. For details, refer to Built-in Reports.

  • System Reports (SBM On-Premise/PaaS customers only)

    Offer information about administrative aspects of the system, such as fields, user privileges, group membership, current user activity, active users, item (record) locks, and more. System reports appear if you have the privilege to run them, but cannot be modified or deleted. For details, refer to System Reports.

  • Auxiliary Table Reports

    Return items from auxiliary tables.

Related Topics

Displaying a List of Reports