RightNow February ‘08 -- Adding a New Report:

1. RightNow February ‘08 -- Adding a New Report: RN icon > Report: OR Analytics > Reports > New Report 3 2 1

2. New Report Types:

3. Report Designer: Toolbar – double click tab to collapse items Design surface -- add output columns and define layout Data Dictionary – select database tables and fields for your report

4. Add Filters and Search Criteria: This pop-up allows you to add, edit or delete filters. This pop-up allows you to add a search filter for the report. Click Filters from the Home tab to view list of filtersOR Click Add Filter from the Home tab

5. 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.

6. Edit Column Format: Right click on a column and select Edit Format to customize the output.

7. Define How Records are Sorted: From the Home tab click the Sort button.

8. Set Staff Who Can Open and Edit the Report: From the Home tab click Permissions. By profile, you can allow the ability to open (run) the report or to edit it.

9. 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.Right click and selectNew Folder.