Below you will find the steps required to create a new Report Definition. A Report Definition must be seen as a filter. Each option selected is added to any previous selection. Any topics that meet these criteria will be shown in the resulting report:
1. Select the topic for which you would like to create a report
2. Choose one of the next methods:
· Right-click the topic and select New Report
· Use the New Report button in the Overview group on the Edit tab
The screen Report Definition will appear:
In the top section of this screen you can:
· select an existing report definition using the drop down list
· create a new report definition using the New... button
· edit an existing report definition using the Edit... button
· delete an existing report definition using the Delete... button
3. To create a new report definition press the New... button.
The screen Add New Report Definition will appear:
4. Enter a name for the new report definition and click OK.
This screen will close and in the screen Report Definition the new name will be selected in de top section.
5. In the next section of the screen Report Definition you create the content of the report definition.
Use the next tabs to achieve this:
· Topics Selection to select report topics: the selection created with this tab determines the content of the 1st (= left) report column.
· Relationships Selection to specify the relation data (that must be shown in the report) of the 1st column topics.
· Layout to specify which columns must be shown in the report.
