Creating a New Reporting Prompt

To create a new reporting promptClosed:

  1. Click the Reporting Definitions tab.
  2. Open the relevant reporting definitionClosed detail page by clicking its name in the list of reporting definitions.
  3. Scroll down to the Reporting Prompts related list and click New Reporting Prompt.
  4. Provide the following information:
  5. Click Save or, if you want to save the current record and immediately create another, click Save & New.

To edit an existing reporting prompt, click Edit next to the name of the prompt on the Reporting Prompts related list.