You can create your own report formats.
About this task
HCL Compass software includes
predefined reports and report formats. .To create a
report format:
Procedure
- Click .
- In the Choose Record Type window, select
a record type and click OK.
- In the Edit Report Format window, enter
a name for the report format in the Report Format Name field.
- From the Select Fields Available
for Report list, select fields to make available in a
report based on this format and add the fields to the Fields
in Report list. Do this by double-clicking a field in
the Select Fields Available for Report list.
-
Click Author Report.
- In the Field Explorer window, expand Database
Field and then expand the HCL Compassentry
to view available fields.
-
Drag the fields to include in your report format from the Field Explorer window to an area on
the Design page. You can move and resize fields in any of
the design areas.
- If the check box is selected,
clear it.
- When you are finished, click Close.
-
Click . (Do not click .)
-
Click Yes.
- Click OK.
You are prompted
to save your changes to the database.
- Click OK.
Results
The report format is selected in your Personal
Queries folder. You can keep the default name, but you
might prefer to rename it to reflect the type of reports that you
can generate with it.
Only HCL Compass administrators
or someone with the Super User privilege or the Public Folder Administrator
privilege can place report formats in the Public Queries folder.