Create a New Report Request

This section describes how to create a new Report Request.

You can create a Report Request from the main window or from the Report Request Editor.

From the Main Window

This section describes how to create a Report Request from the Main window.

To create a Report Request:

  1. In the main window, select the File > New menu option.
  2. Select the Actions > Report menu option to open the Report Request Editor.
  3. On the General tab, select Security in the Report Type list, and provide an optional title for the report.
  4. On the Security Criteria tab, enter criteria for a Security Report.
  5. In the Report Request Editor, select the File > Save menu option to open the Save a Report Request dialog.
  6. In the Pattern box, type a unique name for the new Report Request and click Save.

From the Report Request Editor

This section describes how to create a Report Request from the Report Request Editor.

To create a Report Request from the Editor:

  • To create a new Report Request, select the File > New menu option in the Report Request Editor.
  • To create a new Report Request modeled on an existing one, open the desired Report Request and select the File > Save As menu option.
  • To create and store a copy of the active Report Request and continue editing, select the File > Save Copy As menu option.

These steps are the minimum required to create a Report Request. After you create a request, you can run the process immediately, or save the request and schedule it. Because the options to create a Report Request and to modify a Report Request are similar, refer to Using the Editor for complete details.



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