Administrationimport { Callout, Steps } from ‘nextra/components’
Manage Reports
Goal: Maintain administration report definitions so users can access the reports they need.
Before you start
- You must have permission to manage reports.
- Confirm who should use the report and what business question it answers.
- Prepare the report name and configuration details required by your process.
[PLACEHOLDER: screenshot - Administration Reports list]
Create or update a report
Open Administration from the main navigation.
Open Reports
Open the report management area.
Create or open a report
Click New to create a report, or open an existing report to update it.
Enter report details
Complete the report information required by your process.
Save the report
Save and confirm that the report appears in the list.
Keep reports useful
Use clear report names and avoid creating duplicate reports for the same purpose. If a report is no longer used, confirm internally before removing or replacing it.
Result
The report definition is created or updated and can be used by the appropriate users.