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- 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 A new unpublished report will be created with exactly the same settings of the original report.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 A new unpublished report will be created according to the selected template.
Clicking on New Report functionButton, in the Create New Report Window, the Name, the Source System and Type of the Report are mandatory (marked with red) must be filled in before you can click on the OK button and create the report.
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