- From the Category drop-down list, select the report category.
- From the Template drop-down list, select the report template.
- Click the New button. The Report dialog will be displayed.
- Select a report template.
- Select a report category.
- 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.
- 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. (Currently disabled)
- Enter a description, if required.
- Enter a permission name.
- Select the Default status. (Currently disabled)
- Enter the Base Selection Formula, if required.
- Click the OK button. The Report dialog will close.
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