Creating an Aggregate Report

An aggregate report is comprised of several custom reports that will run simultaneously and be compiled into a single report. Only custom reports can be used in aggregate reports.

To create an aggregate report:

1. Navigate to: ReportingReports.
2. Click the Custom tab.
3. In the Report Category drop-down, select Aggregate Reports.
4. Click New.
   • The Report Wizard appears.
5. Select the As an Aggregate Report radio button.
6. Click Continue.
   • The General tab of the Custom Reports window is displayed.
7. In the Category drop-down, select the criteria with which to filter the existing custom reports.
   • The Category drop-down defaults to All.
   • You can select only from the categories to which you have permission.
   • The page redisplays with the custom reports matching the selected criteria in the Available field.
8. Select the reports in the Available field that you want to include in the aggregate report and move them to the Included field.
9. Complete the remaining fields, as appropriate.
   • See Reports Fields for more information.
10. Move each report to include in the aggregate report from the Available section to the Included section.
11. When finished, click Save/Close.
    • The General tab of the Custom Report is displayed.