STEP 3. Add Simple Grid Report
- From the Main Menu, click Analytics > Reports. The Reports List page appears.
- At the top-right corner of the page, click the Insert icon. The Add Report page appears.
- Fill in the fields, as follows:
- At the top-tight corner of the page, click the Save and reload icon. The Edit Report page appears.
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.|
|Entity Menu Section||Select the entity menu section from where users will be able to generate the report in the Portal.|
|Show In Menu||Select the checkbox only if you selected the entity menu section from where users will be able to generate the report.|
|Type||Select Tabular Report.|
IMPORTANT! You have to add a report item, otherwise the report cannot be generated.