Add a Report

Additional Crystal report files can be added through the GUI without requiring coding (development of Crystal reports requires a Business Objects' Crystal Reports Developer license).

  1. Access the Report list.

    Report List

  2. Click Add in the RCM Charts or RCM Analysis sections.

    Report

  3. Enter a Report Name.
  4. Enter a View Name.
  5. Enter a file path or to upload a file by clicking Browse and selecting a file to be uploaded.
  6. Enter a description of the report.
  7. Select the Filter Required check box if a filter must be created/used to run this report.

    Note: Filters are typically required for performance-intensive reports.

  8. Select the Secured Report check box to limit the data that is displayed in the report to a given user's specific results.

    Note: This box will be flagged for most reports that return content-specific information (e.g. documentation, risk and control information, risk event analysis information, etc.). Users in the enterprise Report role will be returned all records regardless of the security flag. Select a report type, either Portal or AP.

  9. Select a report type from the radio buttons.
  10. Select an object type from the drop-down menu.
  11. Click Save.

See Also

Reports Library

Generate a Report/Create a Filter

Edit a Report

Printing Reports

Delete a Report

Report Filters

Report Examples