STEP 3. Add a Simple Grid Report

  1. From the menu, click Analytics > Reports. The Reports List page appears.
  2. At the top-right corner of the page, click the Insert icon. The Add Report page appears.
  3. Fill in the fields, as follows:
  4. Field Description

    Enter the report name which will be used by the system.

    Display Name The name of the report which will be displayed in the Portal. This field is mandatory.
    Scope Select General.
    Type Select Simple Grid Report.
    Report Render Format

    Select the output format for the report:

    • XLSX - Saves the report in an Excel file.
    • CSV - Saves the report in a CSV file. When selecting this option, you will also be able to customize the formatting for the CSV file.
    • OnScreen - The report will be displayed on screen, for instance on a dashboard or a form driven flow. No file will be generated.
  5. At the top-tight corner of the page, click the Save and reload icon. The Edit Report page appears.
You have to add at least one report item, otherwise the report cannot be generated.