Field
Description
Category*
Select what type of report you want to create from the drop-down menu. Category names are based on functional areas of the system, such as Purchases, Inventory, or Sales.
The selection in this field determines the selections in the Source field.
Source*
Narrow your report results by selecting
a subcategory from which the system pulls data. The Source
field selections only populate after you select a category. 
Example
The selection in the Source field determines which columns you have on your report.
Title*
Change the title for the report you are creating.
By default, the system uses the source information to create a title for you, such as My Product Location Detail.
Consider viewing this report in a list of reports and make the title meaningful to you. If you do not change the title, you could have several reports with the same title.
Description
Enter a complete description for the report you are creating. Words entered in the description are used to search for the report from other areas.
Favorite
If you want to save the report on your favorites list, click the star icon. By default, a report is not marked as a favorite. If checked, the star displays as yellow.
Access Type
Indicate if you want to make this report a private or public report by selecting the check box. By default, reports are marked as private.
Note: Private reports are accessible only by you unless you grant users access using the User field. By default, a report remains private unless you deselect the check box.
Copies
Select this check box to save server space. Be default, the check box is selected. If you deselect this check box, the system saves a new copy of the report each time it is run. By saving each version of a report that you may not need to refer back to, you run the risk of filling up free space on the server.
For example, if you run sales reports that you continually compare to previous versions, deselect this check box. For product reports for which you need refreshed copies of what is unavailable, leave this box selected.
Eclipse Reports uses ODBC (open database connectivity) to enable the system to refresh the data without any further work from the user. Leaving this check box selected keeps your report current without saving past copies.
Note: Check the System Stats area on the Administration page to determine the file storage limits and how much space is free.
Enter any users you want to have access to the report and template. Even if this is a private report, you can grant or restrict specific users access to the report template.
Note: If you grant access to someone during the report creation process (during this step), then that person has access to both the report results and the report template. If you grant access to someone by adding them to the forward list after the report has already been created, then that person only has access to the report results.