3.When the report is displayed in the right pane, click the Scheduled Deliveries tab in the right pane.

Information about the e-mail schedules for that report are displayed.

Table 59 Viewing E-mail Schedules for a Report

Column Name

Description

 

 

 

Recipient

The person who receives the report.

 

 

Subject

The subject of the e-mail plus a brief summary of what it is about.

 

 

Format

The format of the report sent:

 

•

PDF

 

 

•

Microsoft EXCEL

 

•

XML

 

 

 

 

 

Edit

Click the Edit (

) button to edit a schedule of the report. See

 

 

”Adding an E-mail Schedule for a Report” on page 440 and ”Editing

 

an E-mail Schedule for a Report” on page 443 for information about

 

the options displayed in this window.

 

 

 

 

Delete

Click the Edit (

) button to remove the report schedule.

 

 

 

 

 

Creating Custom Reports

This section contains the following topics:

•About Creating Custom Reports, page 444

•Configuring Report Designer to Work with the Management Server, page 445

•Designing Custom Reports, page 447

•Integrating Custom Reports, page 458

•Detailed Schema Information, page 460

•Views from Previous Releases, page 508

About Creating Custom Reports

IMPORTANT: You must install Report Designer before you can create custom reports. Obtain a copy of Report Designer from your sales professional. Follow the installation instructions that accompany it.

To create customized reports, you need a program for creating reports, such as Report Designer. Use Report Designer to create customized reports on the management server. Report Designer links to the database of the management server, so you can view real-time data in your customized

444 Running Reports