rightnow 8 -- adding a new report:
DESCRIPTION
RightNow 8 -- Adding a new report:. New > Report: ORAnalytics > Reports > New Report. 3. 2. 1. New Report Types:. Report Designer:. Toolbar – double click tab to collapse items. Report Outline – add input filters. Design surface -- add output columns and define layout. - PowerPoint PPT PresentationTRANSCRIPT
RightNow 8 -- Adding a new report:
New > Report: OR Analytics > Reports > New Report
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New Report Types:
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:
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.
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:
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.
Edit Column Format:
Right click on a columnand select Edit Format
to customize the output.
Define How Records are Sorted:
Click the Data tab and then the Sort button.
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.
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.