1. From the Category drop-down list, select a report category.
2. Click the New button. The Report Template dialog will be displayed.
3. Select the category, if required.

Select a report type.

Select a criteria method.

Enter the name for the report.

Click the Short Name Copy button () if the short name is to be the same as the name. OR Enter a short name.

Click the File Name popup button () to select the file name location. This will automatically update the Folder Name field.

Select the Use Native Report Engine status.

Select the Use Native Report SQL status.

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Select the Can Print? status:

Yes (default): The report can be printed.

No: The report cannot be printed.

Select the Can Preview? status:

Yes (default): The report can be previewed.

No: The report cannot be previewed.

Select the Can Export? status.

Enter the notes, if required.

Enter the Base SQL Query, if required.

Click the Groups tab.