Download - RightNow 8 -- Adding a new report:
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RightNow 8 -- Adding a new report:
New > Report: OR Analytics > Reports > New Report
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New Report Types:
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Toolbar – double click tab to collapse items
Design surface -- add output columns
and define layout
Data Dictionary – selectdatabase tables andfields for your report
Report Outline – add input filters
Report Designer:
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Add Filters and Search Criteria:
Right click on Filters and select Add FilterOR
Highlight Filters and click Add Filter
This pop-up allows you todefine the database fieldfor your search criteria.
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When you click OK, the filter displays in the Filters section
ANDthe database table is added to
the Current Dataset in the Data Dictionary.
Filter Example for Answer Status Type:
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In the Data Dictionary,highlight a table nameand drag and drop the
output fields ontothe design surface.
Adding Output Columns:
The Current Datasetlists tables alreadyused in your report.Use the All Tables or
Customize link to selectadditional tables if
necessary.
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Edit Column Format:
Right click on a columnand select Edit Format
to customize the output.
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Define How Records are Sorted:
Click the Data tab and then the Sort button.
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Set Which Staff Can Open and Edit:
Click the Properties tab and then Permissions.
By profile, you can allow the ability to open (run)the report or to edit it.
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Save Your Report:
Click the Save icon and select the location
to save your report.
You can add additional custom folders using the
Reports Explorer.