Manage and view the list of custom reports—ICRW

Interactive Custom Report Writer (ICRW) reports provide enhanced insights for your company data. You can create multiple views of your report data to enhance this capability.

This topic explains the Interactive Custom Reports list, then demonstrates how to perform the following tasks:

• Run a report from a list.
• Open a report for editing or viewing.
• Add a report to an application menu.
• Export a list of reports.
• Delete a report.

About the Interactive Custom Reports list

The Interactive Custom Reports list shows all the Interactive Custom Report Writer (ICRW) reports created for your company. To access this list, go to Reports > All > Advanced > Interactive Custom Reports.

You need the proper permissions to access ICRW reports. With the proper user permissions, you can Edit, View, Run, Add to menu, or Delete the reports. By default, the report list shows only active reports. To view all the reports, select the Include inactive checkbox at the top of the list.

Run a report from the list

1. Go to Reports > All > Reports center and go to the Custom Reports tab.
2. Locate the report in the list and select Run. If you do not see a Run link, select the report name. ICRW reports have interactive after the report name.
3. Enter any selection prompts, if further information are required to run the report.
4. Optional: Add a title and footer text.
5. Select View, Process & store, or Print, depending on how you want to view the report.
6. Optional: Add the report to a dashboard. For more information, see Add an ICRW report to a dashboard.

Open a report for editing or viewing

You can change almost all aspects of an ICRW report, including the columns, filters, calculations, and formatting. While you are editing the report, you can review the changes in real time before saving and running the report.

1. Go to Reports >All > Advanced > Interactive Custom Reports.
2. Find and select the report name.
3. Make the necessary changes to the report.
4. Select Save to save the report.

Add a report to an application menu

After you save a report, you can add it to an application menu. This allows you to quickly access the report from the Reports center or the application navigation bar.

1. Find the report in the list of ICRW reports and select Add to menu.
2. On the page that appears, make sure that the report name is correct.
3. In the Application dropdown menu, select the application from which to access the report.
4. Enable Add to menu.
5. Select Save.

Export a list of reports

You can export a list of existing reports that's always up to date.

1. Go to Reports > All > Advanced > Interactive Custom Reports.
2. Select Export at the top of the window.
3. Select one of the output formats: CSV, Excel, Word, or PDF.
4. View or save the file.

Delete a report

1. Go to Reports >  All > Advanced > Interactive Custom Reports.
2. Locate the report you want to delete on the list of custom reports.
3. Select Delete, then select OK.