Adding a new user report definition
If you want to add a new user report definition for a specific business object, proceed as follows:
Procedure
1. Select the appropriate selection step in the appropriate TSI.
2. Click Report in the action panel.
The Reporting window opens, displaying existing reports on the User reports tab.
New definitions can be initiated here, while old ones can be edited or deleted.
New definitions can be initiated here, while old ones can be edited or deleted.
3. Click Add in the action menu to start a new report definition.
The Report definitions and settings window opens.
4. Make the necessary settings for your report.
For example, specify a name and title for the new report, or choose another page size or orientation.
For more information on report settings, refer to Making report settings.
5. From Available fields, select the normal fields you want to include in your report definition by double-clicking them or by using the arrows. Normal fields are recognizable by the 
symbol.
symbol.A filter option enables you to easily find fields. By default, the filter is set on the Name field, which you can change to any other field in the list. The filter operator is set to Contains, which cannot be changed. After entering the search criteria and pressing ENTER or clicking the search icon, the search result is displayed. When the result is displayed, the filter box changes color from blue to yellow. This feature also works for expressions.
The fields concerned are transferred to the Selected fields section.
6. Select any reference fields you want to include in your report definition by double-clicking the required reference field in the list. Reference fields are recognizable by the 
symbol.
symbol.The referenced business object is opened, which in its turn also contains reference fields. The path above the Available fields indicates the route through which you descended. Use the Show upper business object icon to go up one level.
7. Transfer reference fields from the selected reference table to Selected fields.
For more information on reference fields, refer to Field types.
8. If required, include subreports (reports within a report) in your report definition by following the procedure described in, Including sub reports in your report definition.
9. Click OK to save your report definition.
Consequently, you return to the Report window where you can generate a print preview of the new report definition by clicking Preview & print.
 | You can export and import report definitions from one Planon ProCenter environment to another using the Configuration transfer feature. This is useful if you want to add or update report definitions in another Planon ProCenter environment. For more information, refer to Configuration Transfer. |
10. Click OK to save your report definition and have another preview.
When you are satisfied with the results you can proceed with actually generating the report.