You can create any possible report configuration by either adding a new report or by editing a default report. Therefore, the choice is yours.

The table below gives a comparison of the two reporting options.


 

Adding new reports

Using default reports

How do I access reports?

Add a report by clicking Add Report on the Reports side menu. Then, run the new report by clicking its name on the Select a Report page.

Open a default report by clicking its name on the Select a Report page; edit a default report by clicking its icon.

How are report templates involved?

You must base any new reports on one of the report templates.

Default reports are based on report templates.

For a list of default reports and the templates they are based upon, refer to About Report Templates and Default Reports in Replicon's online help.


Can I customize reports?

Yes. When you create the report, you choose which columns and filters you would like to be enabled when you run it. To help you, settings are pre-selected, but these can be altered.

You must also give the new report a name, specify where it should be saved, and choose its access permissions.

Yes. Each default report has the same available data columns and filters as the template it is based upon. Columns, filters, and other settings are pre-selected, but they can be edited.

You can also save default reports under a new name in a new location, and with new access permissions.

Refer to the Replicon Reports Field Matrix available in Replicon's Documentation Archive for a list of the fields and filters available in each report template.