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Users with Report Admin or Report Builder permissions can create new reports.
The new report can follow an existing template, i.e. have a predefined layout which it shares with other reports, or be created from scratch as Free Format Report. Free Format Reports can be converted in a second phase in Free Format Templates in order to create more reports wit the same layout.
Create a New Report
CXO -Cockpit supports three ways of creating a new report:
- Main Way: The admin should click on New Report Button next to the CXO Cockpit Logo which will bring up the Create New Report Window. This way allows both to create reports based on a template and Free Format Reports.
- Starting from an existing report: The admin should select the report in Open Report Panel, click on the gear and select 'Copy'. A new unpublished report will be created with the same settings of the original report.
- Starting from a template: The admin should select the template in Open Report Panel (Reports by Template Tab), click on the gear and select 'Create New Report'. A new unpublished report will be created according to the selected template.
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If admin chooses to create a Report using a existing Template, by clicking on select the list of all present templates will be opened. Admin should choose one and click on OK after the Name and Source System are filled in too. After that, the required parameters (Report Contents) must be filled in.
Free Format Reports
To create a Free Format Report, choose the second option and follow the instructions about the Free Format Report. Below is the overview of the steps for creating a Free Format Report.
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