Creating a Report

You can create a report in System Finder.

Before you begin: You must have a template and an output format created in the Report Template Design and Report Generation dashboard apps. For more information, see Report Template Design User's Guide: Managing Report Templates and Report Generation User's Guide: Managing Report Output Formats.
See Also
About Reports
  1. Select a requirement, a logical reference, or another available object.
  2. From the customized section of the action bar, click Report Generation .
  3. In the Report Generation dialog box, click New report .
  4. In the Report tab of the Report dialog box, enter:
    1. A title.
    2. Optional: A description.
  5. To select a template and an output format:
    1. In the Inputs tab, click Search [...] next to the corresponding box.
    2. Select an object and click OK.
    The selected name appears in the corresponding box.
    Notes:
    • If the selected template requires parameters, their boxes are added to the Inputs tab. To complete these parameters, see Step 7.
    • If an input parameter has associated predefined configurations, a Predefined Configuration list is added to the Inputs tab. To complete these parameters, see Step 8.
  6. Optional: To select a target document instead of the default one, click Search [...] next to the Target Document box, select an object and click OK.
    The object name appears in the Target Document box.
  7. To select an object for each defined parameter, click Search [...] next to each parameter box, select an object and click OK.
    The object name appears in the corresponding box.
  8. Optional: To filter, select a value for the predefined configuration parameter in the Predefined Configuration list.
    For more information about predefined configurations, see the System Finder User's Guide: Filtering Configured Requirements.

A new report is added to the report list.