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Creating a list report

User Requirement: Information Manager rights

This example creates a list report showing people and their associated contact details.

Report columns should include:

• Person : Last Name
• Person : First
• Person : Salutation
• Person : Title
• Address : City
• Person : Business email
• Person : Area Code
• Person : Phone
• Company : Company Name

Further specifications include:

• Sort On—Person : Last Name, Company : Company Name
• Search Criteria—Person : Title Code, Company : Territory, Company : Account Manager

1. Click Reports.
2. Select the category in which you want to create and save your report, for example, General.
3. Click New. The Report Options, Step 1 of 2 page is displayed.
4. Complete the Report Details panel. When you click Source View, the page expands to show the Click Column panel, and a panel showing lists of columns for content, searching, sorting and grouping.
5. Select the columns to use for the report contents. To use a column for the Search or Sort or Group By criteria, click the corresponding button. For more information, see Report fields and buttons.
6. Click Add Key Attribute Data. A pop-up window, Add Key Attribute Data, is displayed.
7. Select the column, field, and entity to report on, then add to either the Report Contents, Search Criteria, or both.
8. Click Continue to return to the Report Options, Step 1 of 2 page and click Continue to proceed to the next stage. The Search Criteria for Report page is displayed.
9. Specify search criteria. For example, only People where you're the Account Manager.
10. Click Continue. The Report Options, Step 2 of 2 page is displayed. The page consists of multiple report formatting fields. For more information, see Report fields and buttons.
    • Title Settings
    • Header Settings
    • Summary Settings
    • Footer Settings
    • Sort Orders
    • Column Formatting
    • Chart Options
11. Complete the information on the panels and click Save. The new report is displayed in the list of reports.
12. To run the report, click Run or click the report. The Search Criteria page is displayed.
13. Select your search criteria and click Run to continue, or Save to save the selected search criteria before continuing. The report is displayed in a new browser window. The search criteria are displayed at the top of the report output.

See Also:

Adding a chart to a report

Creating a cross tabular report

Creating a historical report

Creating and managing a report category

Adding a new report style

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