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Updated on 9/26/2019
contract-lifecycle-management-publication
Create New Report
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Create New Report


To create a new report:

  1. Go to Setup > Other > Report and then click Create Report.



  1. Select the Data Source you want to analyze, that is, the type of report you want to create. Based on the selected data source, appropriate fields will be available to include in the report.  
  1. Customize the report as per your business requirements. You can choose the format of the report (Table or Chart), filter the fields, drag and drop fields from available fields to specify the layout, and so on.

  1. Click Save current report as and specify the file name and location.
  • Filename: Specify the name of the file. Note: Remember (or copy) the file name. You will need to use it when adding the report in Setup > Other > Reports.
  • Location: Select Home and then select your Tenant (Example: “/home/Tenant0123”)
  1. Click Save.
  2. Go to Setup > Other > Reports and then click Add New.


  1. In Pentaho name, specify the name of the report file (as specified in step 5).
  2. Make other changes as necessary:
    • Enter the display Name of the report.
    • Specify if the report is Shared, and then specify the Permission Groups that can access the report.
  3. Click Save to save the report. The report is now available under Reports in the CLM User Interface for users who have the required permissions to view the report.


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