Creating New Reports

New reports can be created using existing SmartSolve report models. This reporting data model can then be used to create new reports thus allowing the use of customer-created logical data model(s). Report models contain all the current entities (data models) available for looking up SmartSolve data, such as audits, documents, etc.

For example, to create a report called Reportable Complaints, the report designer selects the Complaints Report Model in order to be able to access and use any fields associated with the Complaint record under the Data Model tab in the design panel.

Report designers can access report models in two ways:

Standard Report Models - These report models are installed with SmartInsight.
Create New Report Models - If none of the standard report models fulfill the report designer’s needs, the report designer can also create new report models.

From the SmartSolve Portal Page, click Administrator Tools > Designer > SmartInsight.
Click the Design New Report button.
Result: The SmartInsight Designer workspace is displayed.
Select Report > New.
Click the Report Model drop down button and select the report model to be used for the report.
Click the Select button.
Result: The report design canvas window Layout tab is displayed.
Design the report using the controls in the design panel. See Basic Work Area and Navigation for additional information on designing reports.
Select Report > Save or Report > Save As from the SmartInsight Designer main menu.