CSM 10.4 Documentation

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Select a Reporting Tool in the Report Wizard

The Select Reporting Tool page of the Report Wizard) allows you to:

  • Create a new Report using the Cherwell Report Writer.
  • Link to an existing Report created using SQL Reporting Services, Crystal Reports, or another tool.

To define the Reporting Tool:

  1. Select one of the following tools:
    • Cherwell Report Writer:

      Create a new Report using CSM’s built-in Report Writer, designed to use existing CSM Saved Searches and Calculated Fields. The Report Writer uses the Report Designer interface and does not require writing any Crystal or SQL statements.

    • SQL Reporting Services:

      Create a link in CSM to an existing report created using SQL Reporting Services.

    • Crystal Reports:

      Create a link in CSM to an existing report created using Crystal Reports.

    • Other:

      Create a link in CSM to an existing report created using a reporting tool not listed.

  2. Click Next to open the Business Object and Saved Search page if you have selected Cherwell Report Writer, or the Report Location page if you have selected SQL Reporting Services, Crystal Reports, or Other.

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