Click Run a Report on the Reports dashboard to select and generate a report immediately (in the PDF format, for example) using the Create Report wizard. If you have the Manager Report role or the Advanced Operator’s role, you can also schedule a report from this wizard. See for details about using this wizard.
You can also create a custom report template, which is similar to creating a dashboard. By creating your own report templates, you can build reports directly from any dashboard or tailor the content and presentation of reports to suit your requirements.
Click Build a Custom Report on the Reports dashboard to choose the building blocks for your custom report using the Create Report wizard. See for details about using this wizard.
The custom report templates you create appear under My Dashboards in the navigation panel. To run a report immediately based on one of these templates, select the template and click Run () on the toolbar.
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