RightNow 8 -- Adding a new report:
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RightNow 8 -- Adding a new report:. New > Report: OR Analytics > Reports > New Report. 3. 2. 1. New Report Types:. Report Designer:. Toolbar – double click tab to collapse items. Report Outline – add input filters. Design surface -- add output columns and define layout.

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RightNow 8 -- Adding a new report:

New > Report: OR Analytics > Reports > New Report

3

2

1



Report Designer:

Toolbar – double click

tab to collapse items

Report Outline –

add input filters

Design surface --

add output columns

and define layout

Data Dictionary – select

database tables and

fields for your report


Add Filters and Search Criteria:

This pop-up allows you to

define the database field

for your search criteria.

Right click on Filters and select Add Filter

OR

Highlight Filters and click Add Filter


Filter Example for Answer Status Type:

When you click OK, the filter

displays in the Filters section

AND

the database table is added to

the Current Dataset in

the Data Dictionary.


Adding Output Columns:

In the Data Dictionary,

highlight a table name

and drag and drop the

output fields onto

the design surface.

The Current Dataset

lists tables already

used in your report.

Use the All Tables or

Customize link to select

additional tables if

necessary.


Edit Column Format:

Right click on a column

and select Edit Format

to customize the output.


Define How Records are Sorted:

Click the Data tab and

then the Sort button.


Set Which Staff Can Open and Edit:

Click the Properties tab

and then Permissions.

By profile, you can allow

the ability to open (run)

the report or to edit it.


Save Your Report:

Click the Save icon

and select the location

to save your report.

You can add additional

custom folders using the

Reports Explorer.


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