Create new report template

To create a report template:

  1. Click Live Reporting.
  2. Click  New. The New report dialog is displayed.
  3. Select a company. Data from this company will be used in your report template.
  4. Enter a name in the Report name field. Use a logical name for the report template to make it easy to identify.
  5. Click Create. The report template is added to list, and has Draft status ().

NOTE: If you have (C:\Users\ashild\Desktop\iconex_o2\o_collection\o_collection_png\yellow_dark_grey\16x16\checkbox.png) selected a category or categories when you create a new report template, the new report template will automatically be added to that category or categories.

NEXT: Now you need to edit the report template.