Create Report Tab

The Create Report tab is used for creating new STRE reports from a list of predefined templates.

These templates are displayed in the Create Report tab.

There are several types of reports you can create:

To create

Instructions

A recurring report
  1. Select a report template.
  2. Configure the report settings (with Schedule settings) in the Setup page.
  3. Click Save Report.

A frequently used report that doesn't need recurrence
  1. Select a report.
  2. Configure the report settings (without Schedule settings) in the Setup page.
  3. Click Save Report.

A single-use ad hoc report without recurrence
  1. Select a report.
  2. Configure the report settings (without Schedule settings) in the Setup page.
  3. Click Run Report.

An ad hoc report that reuses existing report settings
  1. Go to the Saved Reports tab.
  2. Select a Saved or Scheduled report.
  3. In the Action column, click Run Report .

Edit an existing saved or scheduled report
  1. Go to the Saved Reports tab.
  2. Select a Saved or Scheduled report.
  3. In the Action column, click Edit Report to open the Setup page for the report.
  4. Edit the report settings.
  5. Click Save Report or Run Report.
  • You can edit a Saved report to add a schedule. This changes the report status to Scheduled.
  • You can edit a Scheduled report to modify the schedule. You cannot remove recurrence to revert the report status to Saved.

For more detailed information on how to create a report, see Creating a Report

After a report runs, you can view the results in the Report Repository tab (View Report in the Action column).