Workflow for Reports Management
The following figure illustrates a sample scenario for running, changing, and managing reports.
Reports
Modify Report
Configure Parameters
Save changes to
Create a New Dynamic Report Definition
Completed Reports
Browser window
Run New Dynamic Report
Reports
Dynamic
Static
Sample Scenario for Running Dynamic Reports
In the Reports module, run a dynamic report.
In the browser window, view the dynamic report.
In the browser window, modify the dynamic report.
In the browser window, save the modified dynamic report as a new report definition.
In the Reports module, run the new dynamic report.
Sample Scenario for Running Static Reports
In the Reports module, run a static report.
Configure the parameters of the report.
In the Completed Reports module, open the static report and view it in a browser window.
In the Reports module, export a static report as a list.
Configure the parameters of the report.
Configure the list.
In the List Manager module, open the new list. Reports Exporting a Static Report Configure parameters Configure list View new list List manager
Sample Scenario for Exporting Static Reports
In the Reports module, export a static report as a list.
Configure the parameters of the report.
Configure the list.
The new list is available in the List Manager module.