Creating New Reports

Users with Report Admin or Designer 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 the second phase in Free Format Templates in order to create more reports with the same layout.

Create a New Report

CXO supports three ways of creating a new report:

• From the left menu bar: The admin should click on the plus button on the left-side menu bar to bring up the Create new report dialog. This way allows to create reports based on a template and Free Format Reports.
• From an existing report: Hover over a report in the Reports panel, click the ellipsis icon that appears on the right, and select Copy. A new unpublished report will be created with the same settings of the original report.
• From a template: Hover over a template in the Reports panel (templates are available in the Published tab with By template being selected or in the Unpublished tab), click the ellipsis icon that appears on the right, and select Create new report. A new unpublished report will be created according to the selected template.

In the Create new report dialog, report name, source system, and report type are mandatory and must be filled in before you can click Create to create the report. 

There are two types of reports that can be created: Using an existing Template or a Free Format Report. The existing templates have a predefined layout with predefined controls. Free Format Report on the other hand, is a new report with an empty layout in which the admin can add controls by choice.

Use an Existing Template

If admin chooses to create a report using an existing template in the Create new report dialog, by clicking on Select template, the list of all present templates will be available on the drop-down menu. You should choose one and click Create 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.

1. Select Create New Free Format Report in the Create new report dialog and click Create.
2. In the Edit Layout Panel, which will open automatically, set the report contents.
3. After saving the Layout, the admin needs to configure the settings for each control in the report, through the SETTINGS panel. Only when this is done the report preview will appear.