Create a report

1. Select the Create / Modify Report tab.

   The Create new report window opens.

2. In the Create new report window, select the option you want:

   • A New Report: Create a report without any prior configurations.

   • An Existing Report: Copy an existing report.

   • A Global Report: Create a report based on a global report template.

3. Click Next. .

4. Select the report type you want to build from the First Select column.

   • Programs: High-level report that contains roll-up information about your portfolio. For example, you could create a report that included information about all projects in a region. A program report does not contain a high level of detail about individual entities, they are mostly used to view aggregate data and data over time.

   • Entity Filters: Detailed report about entities in your portfolio. For example, you could create a report that gave you expense data for all of the contracts in your portfolio.

   • Forms: Report with data related to forms and work flows utilized by members of your firm.

   • Budget: Report on budget line items or category codes.

   • Company Report: Report on your company's data in Lucernex. For example, you can create a report to help you view the security settings of members on a project.

5. Select either the Active or Inactive check boxes from the Then Select column to include active or inactive entities in your report.

6. Enter a name for your report in the Report Title using our recommended naming conventions.

7. Enter a Report Description field.

   You can use our report design recommendations for the description of your reports, so that users understand its purpose and context.
   

8. Click Build Report.

   The basic report is created in Report Builder.

9. Configure the basic report to your requirements. You can add or edit:

   • Report Fields

   • Geographic Restrictions

   • Field-Level Filters and Details

   • Runtime Filters

   • Grouping and Sorting

   • Report Settings

   When you configure the report, it does not save automatically. You must save your changes before leaving the report.

10. Save the report:

1. Click Save in the Report Builder header to the right the report name.

   The Modify Report Details window opens.

2. If required, edit the Report Title, Report Description, and the Report Folders fields.

3. Select who you want to save the report for:

   • Me: Save this report only for yourself.

   • Everyone in my company: Make the report available to everyone who has access to reports in your firm.

   If you want to change this later, you can edit report settings.

4. Click Save.

   The report is saved and the Modify Report Details window closes.