Create & Edit a Report

Create a new report

1. Open the Report Console within Publish.
2. At the top right; select the New Report icon.
3. Proceed to the Setup tab.
4. Click the Save button at the top right.

Edit an existing report

1. Open the Report Console within Publish.
2. Search and locate the report in the list.
3. Right-click the report > Edit Report OR select the report > select the Edit Report icon at the top right.
4. Proceed to the Setup tab.
5. Click the Save button at the top right.

Report Setup

The Setup step declares the dataset used to define the report's content and the naming convention for the report.

1. Choose a Dataset.
2. The selected dataset name will autofill the System Name.
3. Enter a Display Name. This will create the Report Title.
4. Optionally, enter a Report Summary. This is a text field where you can add a summary description of the report.
5. Click the Save button at the top right.
6. Add the report to a Site View, then verify it is displayed correctly in Pivvot. Additional information on adding a report to site view can be found at Add a Report to a Site View.

 The Display name is the user friendly report name visible in Pivvot Report.