Creating New Report Models

New reports can be created using existing SmartInsight report models. A report model must be attached to a report when creating the new report. See Report Models for additional information.

Example Report Requirement

Your team needs a SmartInsight report to show all actors and their roles.

Actor Name	Manager	Role
Training Actor1	OPSMANAGER	Trainee

Report Model Components

Entity	View	Identifier (Primary Key)	Target	Reference
Actor	V_IAC_INTENAL_ACTOR	ACT_ID	NA	For View, go to the Users Setup table and view the list for Internal Actor. Expand the Search column list and hover over Internal Actor. For Identifier, expand the Internal Fields folder in the column list and hover over Actor.
Actor Role	V_ACR_ACTOR_ROLE	ACR_ID	ACT_ACR_ID	For View, go to an Actor record and click the Role tab. Expand the Search column list in the Current Roles section and hover over Actor Role. For Identifier, expand the Internal Fields folder in the column list and hover over Actor Role. For Target, expand the Internal Fields folder in the column list and hover over Actor.

Follow the steps below to create a new report model:

Access the Report Model Designer.
Select Setup > Report Model from the SmartInsight Designer main menu.
Result: The SmartInsight Model Designer window is displayed.
Select Report Model > New from the SmartInsight Model Designer main menu.
Result: The Model Design Canvas columns display.

Select Report Model > Save or Report Model > Save As from the SmartInsight Model Designer main menu to save the new report model.