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  1. From the Category drop-down list, select the report category.
  2. From the Template drop-down list, select the report template.
  3. Click the New button. The Report dialog will be displayed.
  4. Select a report template.
  5. Select a report category.
  6. Select a criteria method.
  7. Enter the name for the report.
  8. Click the Short Name Copy button () if the short name is to be the same as the name. OR Enter a short name.
  9. Select the Can Print? status
  • Yes (default): The report can be printed.
  • No: The report cannot be printed.
  1. Select the Can Preview? status:
  • Yes (default): The report can be previewed.
  • No: The report cannot be previewed.
  1. Select the Can Export? status. (Currently disabled)
  2. Enter a description, if required.
  3. Enter a permission name.
  4. Select the Default status. (Currently disabled)
  5. Enter the Base Selection Formula, if required.
  6. Click the OK button. The Report dialog will close.
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