STEP 4. Add Report Items

A report item represents a configuration for the report that will be added to the report, and will gather data within the specified dates.

You can have many report items, but only the one set as default will be used upon the report generation.

To add items to a simple grid report, follow these steps:

1. In the Edit Report page, scroll down to the Report Items section and on top of the section, click the Insert button. The Add Report Item page appears.
2. Select the Start Date and End Date. Upon the report generation, it will gather data within the specified time interval (between the start date and the end date).
3. Select the Data Source for the report.
4. Select the Is Default checkbox if this is the item that you want to be used when generating the report.
5. At the top right corner of the page click the Save and reload icon if you want to add another report item, otherwise, click the Save and close icon.

If needed, you can restrict users' access to the report by adding security roles to the report. For more information on security roles, see STEP 5. Define Report Access Privileges.