How to use Reporting

Use these step-by-step guides to create, preview, and deploy reports.

In this section

• Create a report - Create a new report.
• Define report criteria - Specify details about the report.
• Report static criteria - Filter on unit properties such as Department, Unit State, or Business Unit.
• Add new report item criteria - Add a criterion using the report item button.
• Column setup - Decide which columns to view.
• Reporting column order - Define the order of the columns in the report view.
• Preview a report - See the result of a report before you save or deploy it.
• Open an existing report - Open an already created report.
• Delete report - Delete any report or dynamic group created in CapaInstaller.
• Deploy to reporting services - Move your custom reports to reporting services.
• Deploy predefined reports to reporting services - Move your predefined reports to reporting services.
• Enable reporting services drill down - Learn to activate drill down.
• Manage reporting services - Manage the folders and reports on the Reporting Services server.
• Create report for linked reports with Business Unit - Prepare the source reports used for Business Unit linked reports.
• Create linked reports to Business units - Create the linked reports for your Business Units.
• Create Software vendor report - Create a report for software vendors.
• Check application group license - Validate entered vs used application-group licenses.