Configuring a report in Reporter

In Reporter, you use parameter sets to configure reports. In each report type, there are often sets of form values, or parameters, that you run frequently. Reporter allows you to save these commonly reused parameter sets, edit them, and apply them to a report. 

To configure a report:

1. In the upper-left corner of the screen, select Access your applications (  ).
   The menu expands.

2. Select Reports > Reporter.
   The Reporter screen appears.

3. On the Reporter screen, select the report to configure. If necessary, you can search by report names or filter by tags to find the report.
   The report configuration screen opens in a separate tab. You can configure the Default parameter set, an existing parameter set, or a new parameter set. For more information, see Working with parameter sets in Reporter.

4. After you have selected the parameter set with which to work, configure the fields in the central section as necessary.

   For more information on configuration options, see:

   • Common report configuration options

   • Module-specific report configuration options

5. When you are finished configuring, do one of the following to save the configuration:

   • To save the configuration to the current parameter set:

     1. Select Save.
        A confirmation dialog box appears.

     2. Select Save.
        Your changes are saved.

   • To save the configuration as a different parameter set,

     1. Select Save As.
        The Add New Parameter Set dialog box appears.

     2. In the Parameter Set Name field, type a name for the new parameter set.

     3. (Optional) Select Make parameter set public if you want to make the parameter set available to others in your organization. Other users can edit public parameter sets and use them to generate reports. 

     4. Select Create.
        The dialog box closes, and the new parameter set is added to the list in the Parameter Sets section.