Defining and adding a custom report
1. Click the Reports tab, then click the Manage Reports task tab.
2. Click ADD to go to the Add Report page.
3. Enter the name of the report as you want users to see it in 25Live.
4. Choose the Report Engine from the drop-down list (see
Report engine for more information).
5. Choose the appropriate Report Group for the report from the drop-down list.
6. In the Filename field, enter the name of the .xsl (WebServices) or .cis (Interactive Reports) file you created for the report and placed in the ASV custom reports directory.
7. Define report parameters as needed. Enter the parameters in the order you want them presented to users generating the report. To define a parameter:
• Click New Report Parameter.
• Enter the parameter name as you want it to appear to 25Live users when they are specifying parameters for the report.
• Choose the parameter’s data type from the drop-down list.
• From the Field Mapping drop-down list, choose the field in the RPT_PARM_VALUE record where the user-supplied value for the parameter should be stored.
• If you chose “Object” as the parameter’s data type in step c, choose the object type from the Validation drop-down list.
• If the user must enter a value for the parameter, select “Yes” for Value Required.
• Repeat these steps to define additional parameters.
8. Select the object security of the report for each 25Live security group. For more information, see the “Reports Security Administration” section of the 25Live Security Administration document, accessible from the 25Live Administration Utility Help menu.
9. Click Add Report.