Custom Report Types

Custom report types allow you to establish a relationship between related processes, such as Project Issues and Action Items. Common data elements between the two processes become an active report type in both standard and Business Intelligence reports. This page allows you to add, modify, and view the details of custom report types.

From this page you can perform the following tasks:

The Custom Report Types page allows you to add the details of custom report types.

To add a custom report type

  1. From Report Settings, click Custom Report Types.
  2. Click Add Custom Report Type.
  3. Complete the following required fields (marked with an *):
    • Name*: Enter the name of the custom report type.
    • Description: Enter the description of the custom report type.
    • Active: Select this check box to mark the custom report type as active and available for use in the user interface.
  4. In the Relationships section, select a process from the Primary Process drop-down list. This will be the primary process.
  5. Select a related process from the drop-down list.

    You can associate up to only one level when an account level process is selected. For other cases, you can associate up to 4 processes.

  6. Click Save. The custom report type is added to the Custom Report Types page.

    7. After defining custom report types, they must be enabled in order to be accessible for users. You can enable these report types at any time.

Custom report types must be enabled or activated to make them accessible to users. You can enable these report types at any time.

Disabling a report type makes it inaccessible in the user interface.

To enable a custom report type

  1. From Report Settings, click Custom Report Types.
  2. Click the Enable link beside the custom report type(s) you want to enable. You are prompted for confirmation.
  3. Click Yes, Continue to make the selected report type active.

To disable a custom report type

  1. From Report Settings, click Custom Report Types.
  2. Click the Disable link beside the custom report type(s) you want to enable. You are prompted for confirmation.
  3. Click Yes, Continue to make the selected report type inactive.

To edit a custom report type

  1. From Report Settings, click Custom Report Types.
  2. Click the Edit link beside the report type you want to modify. The Edit Custom Report Type page is displayed.
  3. Make all necessary changes.

    4. For more information on the fields and buttons located on this page, see Add Custom Report Types.

  4. Click Save to retain changes.

To delete a custom report type

  1. From Report Settings, click Custom Report Types.
  2. Click the Delete link beside the report type you want to delete. You are prompted for confirmation.
  3. Click Yes, delete the report type to delete it.