Adding a New User-Defined Report

To add a new report to the user-defined reports list, follow the steps below:

  • Navigate to the Report Templates tab and select the required report template from this list. If you are unsure what information the report template displays, use the Describe File button to view further details of the file.

  • Enter a title for the report in the Report Title field.

  • Press the Add New Report button on the right-hand side of the tab.

  • A new tab will appear titled Report Wizard. This tab is used to guide you through the initial selection criteria for the new report. Follow the on-screen instructions and select all required criteria for the report.

    Note: It is possible to add certain reports based on Navigator CI’s. This feature has been introduced to enhance the flexibility of the SupportDesk reporting engine. You will not be prompted for CI selection unless the specified report template links to the SupportDesk CIID table.

  • You might be required to specify the report groups and sort order if required. Both of these elements can be dynamically changed at runtime if required.

  • Once the report wizard is complete, you will receive a confirmation message. Navigate to the User-Defined Reports tab and click on the Refresh List button from the right-hand side of the tab page. Your new report will appear in the list and can be run as required by pressing the Load Report button.