Creating a Report

You can create a customized report and specify the access of each report.

Before you begin: Required access roles:

Baseline: Owner
App-Specific: Template Administrator

Create a template with at least one section connected to a configurable report to promote the template from the Preliminary state to the Review state.

Open a template and click Configurable Reports tab.
From the page toolbar, click Create New .
Enter the following details:
Field Name Description
Title The title of the report.
Read Access The role for which access must be given.
Click OK.
A report is created and added to the template structure.