Change management reports are basically search criteria and display formats that you can save, browse, e-mail, or print. You can create reports for any change management category. You can also browse a report sequentially or using a summary view. Browsing a report sequentially enables you to step through each change object in a report. A summary view displays the report in tabular column format. You can send a report to other users including registered suppliers and customers.

An administrator can create a report for the most common or frequent searches that users of the system perform. These administrator-defined reports save an ordinary user the time of selecting a change category, search criteria, and display format, and repeating the same search over and over again. You can give reports meaningful names as well. For example, a search for all open high priority issues may yield dozens of issues, each identified by issue name and number. You can name the report for these search results High Priority Open Issues Report as shown in the figure below. Report security is consistent with search security: you can only access a change object on which you have the required role. Also, administrator-created reports are available to all users, although only the administrator can edit these reports.

   To create a report:

1. In the Setup Workbench, on the Categories page, click the Reports tab. When the page refreshes, click Create Report.

2. When the Create Report page refreshes, provide the following:

   Name

   Provide a name for the Report.

   Description

   Optionally, provide a description of the Report.

   Criteria

   Select the criteria to be used in the search. You can use an existing search criteria template (if one exists for the change category selected), or add criteria here by clicking Add Criteria.

   Format

   Select a format for the report. You can use an existing display format by selecting it from the Display Format pulldown and clicking Go.

3. In the Export Format section, you can optionally select an export template and output format, such as .pdf , .rtf, .html, .xls, and .xml, in which you want to generate the report.

4. Click Apply.