Customize an existing report

You can use BriteData to customize an existing report. To customize a new report:

    1. Select Reports in the BriteCore menu.
    2. Select Report List from the Reports menu, then select Add Report.
      1. The Add Report dialog box will display: Would you like to base the new report on an existing report? Select Yes to customize an existing report.
      2. Select the existing report from the Report to Copy dropdown list.
      3. You will be directed to BriteData.
    3. Update the rest of the Define your Report screen as needed.
    4. Select Continue to the next step to select your data points.
    5. Select Continue to the next step to define rules for your data.
    6. Select Continue to the next step to design your template (if applicable).
    7. Select Continue to the next step to finish your report.

Note: For existing reports, your data points, rules, and templates (if applicable) will pre-populate with the default report settings.

Tip: As you customize your report, proceed slowly. Edit one data point/rule at a time, and then run the report each time.