Working with Reports Builder Wizard

In the Reports Builder wizard, you build a report with items you want on the report, and you organize the report the way you want the information to display.

The Reports Builder wizard displays the reports created by you; however, if you have access, select ‘Show All Custom Reports’ to view all custom reports created within your company.

You can view the following information in the list box:

Report Name

— Identifies the user-defined name of the report.

Last Modified Date

Indicates the last date the report was modified, or the creation date of the report if it has not been modified.

Show My Custom Reports

— Lists only the custom reports created by you. This is the default selection.

Show All Custom Reports

— Lists the custom reports created by all users within your company. You must have the ‘Show all Custom Reports’ security right to view all custom reports. For more information on security classes and rights, refer to Security Class Setup.

View Properties Button

Click View Properties to display the View Properties screen. Viewing the properties of a previously created report enables you to determine who created the report, the report style, and category where you can find the report.

Run Now Button

To run a report, select the report and click Run Now to launch the Reports wizard and display the Store Selection screen. In the Reports wizard, you can make selections for your report, such as dates to run the report and stores to include in the report. For more information refer, to Reports wizard.

An asterisk to the right of the report name denotes a custom report created within the Reports Builder wizard.

	Click Add to add a new report.
	Click to edit an existing report
	Click Delete to delete the selected report.
	Click Copy to copy the attributes of an existing report to a new report

Delete Button

The Delete button enables you to remove existing reports from the Reports Builder wizard.

To delete a custom report:

1.	Select the report to delete from the Report Name list in the Welcome to the Reports Builder wizard screen.

2.	Click Delete. The Delete Custom Report screen appears.

3.	Click OK to delete the selected report, or click Cancel to cancel deletion.

Copy Button

The Copy feature enables you to copy the settings for a selected report.

To copy settings from an existing report to another report:

1.	Select an existing report to copy from the Report Name list in the Welcome to the Reports Builder wizard screen.

2.	Click Copy. The Copy Report screen appears.

3.	Clear Active, if you do not want the selected report included in the list of active reports in Reports wizard.

4.	Enter a unique name to identify the report.

5.	Enter an optional description.

6.	Select a report style.

7.	Click OK to display the Security Class Selection screen and determine who has access to the report.

8.	Add or remove security classes to the report, as needed.

9.	Click Save. The Group Setup screen appears.

10.	Add report groups and line items, as needed, to the newly copied report.

11.	Click Done to return to the Welcome to the Reports Builder wizard, where the newly copied report now appears.

Your access and rights to the Reports Builder wizard depend on your security settings, which are defined in Security Class Setup within Aloha Insight.