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Reports - Basic.

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Presentation on theme: "Reports - Basic."— Presentation transcript:

1 Reports - Basic

2 Report Creator Report Creator is our tool for easily creating reports with nice layouts and flexible criteria Not to be confused with Report Generator, which we are moving away from

3 Columns Where we select what information to pull from a case
Four different report types available Can be saved for re-usability

4 Design Where we create a layout for the report Flexible design tool

5 Criteria Where we define the filtering options for our column selection Criteria can be reused for multiple reports or custom find lists

6 Associate Report Joining Criteria and Design together to save a report entry Renaming of final report Different types of report options

7 Custom Report Security
Setting Security Group permission on reports and criteria


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