This screen provides the facility to add a new report or edit an existing report. In addition, a report can also be deleted from here.

Fields pertaining to a report:

• Report ID: This is the unique identifier of the report. This is field is automatically generated by the system. A new report ID is assigned when a report is created.
• Form Name: This field contains a list of all available form templates that are currently at published state or archive state. This field is mandatory in order to create a report.
• Category: This field contains a list of categories used for describing the type of the report. The list of categories is loaded dynamically from a resource file to provide full localization of category types.
• Report Name: This contains a short name of the report used to identify the name of the report. This is a mandatory field.
• Description: This contains a more detailed description of the report. This is also displayed as the report title.
• Active: This field is used to indicate whether the report is being used to generate reports.
• SP Name: This is an automatically-generated field which indicates what the name of the stored procedure is used in this report. This field is informational only.
• View Name: This is an automatically-generated field which indicates what the name of the view is used in this report. This field is informational only.
• Created By: This is an automatically-generated field which contains the name of the user who created the report.
• Created Date: This is an automatically-generated field which contains the date of when the report was created.
• Updated By: This is an automatically-generated field which contains the name of the user who last updated the report from either this screen or from the Edit Fields screen or even when the form template changes its state from one state to another.
• Updated Date: This is an automatically-generated field which contains the date of when the report was last updated.

From here a user can:

• Add a new report
• Edit an existing report
• Delete an existing report
• Edit field association with the report

How to Add a New ReportM

1. From the Manage Reports screen, click on the Add New Report link to get to this screen.
2. Select the Form you wish to associate the report with.
3. Select the Type for the report.
4. Provide a short name for the Report.
5. Enter an optional Description for the report.
6. Check the Active field if the report is ready for use.
7. Click on the Add link button to add the report.
8. Once a report is created Created By, Created Date, Updated By and Updated Date will be automatically displayed with the User Name and date of when the report was created and updated.
9. The SP Name and View Name fields will only be generated once Report Fields have been assigned to the report via the Edit Fields link button.

How To Edit an Existing Report

1. From the Manage Reports screen, click on the Edit link button of the report you wish to edit.
2. Amend the appropriate fields.
3. Click on the Update link button to update changes to the database.

How To Delete an Existing Report

1. From the Manage Reports screen, click on the Edit link button of the report you wish to edit to get to this screen.
2. Click on the Delete link button to bring up a confirmation pop up.
3. Click on Ok button to confirm and delete the report from the system.