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Concept Concept 4/15/2015
Products: WebReports
Functionalities: Reports
Product version: 1.0, 1.1, 1.2, 1.3, 1.4, 1.5, 1.6, 1.7, 1.8, 1.9, 2.0, 2.1

Custom Reports

Custom reports are reports that you create by modifying another report and then saving your changes. Typically, you use a factory supplied report as the basis for your new report, and enter the filtering criteria that you want to use in the new report. You then assign a unique name to the custom report and save your new report as a dashboard or prompted report.

Before you select a factory supplied report to use as the basis for your custom report, you need to consider a few things.

First, you need to consider what kind of information you want to generate in your custom report. For example, suppose you want information about the most active alarms at your site for a specified date range. You would then select the Most Active Alarms factory supplied report to use as the basis for your custom report. When you select the report, you enter your filtering criteria and run the report. After you run the report, you use the Save as option so you can keep your date range filtering criteria and enter a name for your custom report. When you save your changes using Save as, the operation creates your new report.

The other issue to consider is the type of report that you want to create. WebReports offers two choices, a dashboard report and a prompted report. You create a dashboard report if you want the report to run using your saved filtering criteria without prompting for any additional filtering criteria. You create a prompted report if you want the report to use your saved filtering criteria, but also prompt for additional filtering criteria. For more information, see Report Types .

After you create your custom report, the report resides in the default Reports folder in WorkStation and in the Reports Tree at the WebReports Web site.

You can create, generate, and view custom reports using WorkStation or a Web browser.

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