Click the Show System Reports icon . In the Reports pane, click User Defined Reports, then in the Task pane, click Create New Report. This opens the Reporting Wizard to page 1 of the wizard - Report Type. In the Select Report list, select the type of object you want to create a report for, then click Next.

or

Click the Search icon to open the Search pane. Select the type of object you want to create a report for, then click the Create Report button at the bottom of the Search pane. This opens the Reporting Wizard to page 2 of the wizard - Criteria. (Page 1 is skipped because you already selected the type of object you want to create a report for on the Search pane.)

The Criteria page lets you add one or more search criterion to the report.

1. (Optional) Add your search criteria to the report using one of the following methods:

   In the Criteria Builder section, select options from the Criteria Type and Criteria lists and then click Add. Once the search criterion is added to the Criteria Builder list, specify the Predicate/Operator and Value/Default Value for the search criterion.

   

   or

   Turn on Show eQL Editor. This opens the eQL Editor window below the Criteria Builder. In the eQL Editor, enter an eQL statement that defines the search criterion you want to add, then click the Apply eQL Changes to Criteria Builder button (up arrow) above the eQL Editor window.

   

   Note: You can also make changes to the criteria in the Criteria Builder list, and then click the Apply Changes to eQL button (down arrow) to update the eQL Editor with the changes.

2. (Optional) Enter any global class filter in the Class Filter field.
3. Check that your statement is meaningful by clicking the Preview Report button . You may do this at any time as you build a complex set of criteria.
4. The Group list is used in complex multi-line criteria to specify the logical order in which criteria are applied, using nested parentheses. The Boolean column allows logical operators such as AND, OR.
5. Multi-line criteria may be rearranged using the small up/down buttons to the left end of each row. Check the Mod check box in any row you want to move.
6. When finished, click Next.

The Columns page opens. All possible column headings are displayed, with check boxes to select or deselect them as needed. There may be many other topics not shown in the following image.

1. Select the column headings you want to include. Again, you can test your selection using the Preview Report green arrow button. When finished selecting columns, click Next.

   The Column Ordering page opens. This screen allows you to determine the list sort order with high precision. The list is eventually sorted by the criterion at the top of this page, then the next and so on.

   
2. Add each column heading to the list using the drop-down and the + button, in whatever order you choose (this step has been completed in the illustration, sorting first on Code ascending, then on Class Code ascending, then Date Effective ascending.)
3. Select Ascending or Descending sort order for each column.
4. Reorder the list at any time by checking Modify for the list item you need to move, then using the small up/down arrows at left.
5. When finished, click Next.

The Format/Execute page opens. This page lets you specify the display order of columns in the report, as distinct from the columns used for sorting.

A preview of the report is shown. A full range of typical follow-up procedures is found in the Task pane.