Defining custom AR System reports

To create a custom AR System report

1. In the Report Console, click New.
2. Select the AR System report type.
   The ReportCreator form opens in New mode.
   
   If you click Add All while creating reports, you might experience a delay in the generation of reports if your form contains multiple fields. To shorten the duration of report generation, disable the client-side logs. 
3. In the Report Name field, enter a unique, locale-specific name for the report, for example, MyReport-en.
4. From the Report Format list, select one of the following options:
   • Record—Displays each field of the request on a separate line.
   • Column—Displays each field as a column heading and displays information from each request in a separate row.
   • Compressed—Compresses the information with commas, white space, or any other specified characters between the columns. In a browser, the compressed format is viewed in a column format.
5. (For administrators) In the Locale field, enter the locale of the report in the format language_Country, for example, pt_BR.
   The country portion of the locale code is optional and depends on whether you want the report to be available in all country variations of a language. If you enter only the language part in the locale code format, the report is available in all country variations of a language. For example, if you enter pt , it would include all country variations of Portuguese, but pt_BR designates only Brazilian Portuguese.
   In AR Reports, a comma (,) is displayed as a delimiter between date and time values for a few locales such as English or German.
   For a list of standard choices for this field, check the Locale view property on any form in Developer Studio.
6. In the Report Set field, enter a locale-independent description for the report.
   The Report Set field is used to identify locale variants of the same report. The combination of Report Set and Locale must be unique.
7. Update each tab in the ReportCreator form.
   Entries that are specific to Windows reports are identified in each of the tabs of the form. 
8. Save the report.

To specify fields for a report

1. In the ReportCreator form, open the Fields tab.
2. In the Field field, click the menu button to select the fields on the specified form that you want the report to display.
3. In the Label field, enter the field name as you want it to be displayed on the report.
4. Click Add Before or Add After to set the positioning of fields in a report, with reference of another the field. 
   Before you use Field to Add Before/After, select a field to use as a reference for the new field. The new field is added before or after the selected field.
5. You can click Remove to remove a selected field or click Remove All to remove all selections from the field list.
6. Click Modify to update the selected field label or width specification.

To specify sorting criteria for a report

1. In the Report Console, open the AR System tab.
2. From the first FieldName list, select the field on which you want to sort.
   You can select up to five fields for sorting.
3. Select Ascending or DescendingSortOrder for the selected field.
4. To group by a field, select the Group check box for the selected field.
5. Repeat steps 1 through 3 for the other fields on which you want to sort.
   You can select up to five fields for sorting.

To specify report records

1. In the Report Console, open the Qualification tab.
2. In the Qualification table, define a qualification to specify the records that must be included in a report.
   
   
   • Only an administrator can access the Qualification tab report console.
   • If a report is run from a results list, any qualifications defined in the Qualification tab are ignored.

   • The Advanced search option on the report console honors the AR System server time zone. For more information, see Advanced search - date range in the AR Report Console article on BMC Communities.

   • To change the time zone from AR System server time zone to your (user's) time zone, select the Filter and Override option.

To enter description for a report

1. In the ReportCreator form, open the Description tab.
2. In the Provide a description for the report field, enter a description about the report.
   For example, for a helpdesk tickets report, add a description such as This report consolidates monthly ticket resolution information. 
3. In the Provide a descriptive comment for the report field, enter additional comments for the report.

To set permissions for a report

1. In the ReportCreator form, open the Permissions tab.
2. In the Assignee Groups field, define the groups that can access the report.
   If the server is configured to allow multiple groups in the Assignee Group field, this field will allow multiple groups to be specified, separating each group with a single space. If the server is not configured to allow multiple groups, only one group can be specified in this field. 
   If you leave the Assignee Groups field blank, only the submitter can view the report. To allow everyone to view the report, enter Public. 

To specify the report administrator and status

1. In the ReportCreator form, open the Administration tab.
2. In the Submitter field, enter the name of the user creating the report.
3. In the Status field, select one of the following options:
   • Active—Makes the report available in the Report Console.
   • Inactive—Indicates a report that is no longer active.

   • Pending—Indicates a report that is being reviewed.

     If Inactive or Pending is selected, the report does not appear in the Report Console list.