New Report

1. Create the new report using a third-party reporting tool.

You can get more information and training in custom report creation from Commerce One Professional Services or Educational Services.

2. In the Tree Menu, select Setup | Reports | Category Name | New Report.

(where Category Name is the menu category into which you want to put the new report. If there is no suitable category, you must first add a New Report Category.)

The Advanced Administration Application displays the New Report form, with the Category Name shown.

3. Click in the Report Name text box and type the title of your new report (to a maximum of 50 characters).
4. Enter the Name Resource ID. This is used to obtain translated text for other languages.
5. Click in the Page Name text box and type the full URL of the HTML page containing the report (to a maximum of 255 characters).
6. Click in the Report Description text box and type a description of the report. This description will be displayed next to the report name in the Reports menu (to a maximum of 255 characters).
7. Enter the Description Resource ID. This is used to obtain translated text for other languages.
8. Click in the Privilege Code drop-down menu, and select the minimum privilege level required by a user to access this report.
9. Click [Save] to save the new report and leave the New Report form.