Creating User-Defined Reports

To create a user defined report:

1.Click 2016 plus sign  to add a new report to My Reports.

2.In Add New Report, choose the Report Name Rule.

3.In Custom Text, you can type a custom name, for example, Reports for External Auditor.

4.In Folder Location, choose a folder where you want the report to reside. The report will be saved in the selected folder or subfolder location.

Reports in My Reports are available to the administrator that created the original reports.

Reports in Shared Reports are available to users with access to the selected dataset and unit.

Only users in the Administrator group are allowed to create, delete, edit or move reports within the same folder or across system folders.

 

My Reports

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