Opening the Report Wizard
The Cherwell Report Wizard helps you quickly and easily create a new Report using Cherwell Report Writer.
You can use the Report Wizard to link a Report created using an external tool, such as SQL Reporting Services or Crystal Reports, to CSM. Creating a link to an external Report enables the Report to be run from a Dashboard/Widget, a One-Step™ Action, or the Reports Manager.
You can modify a CSM Report created in the Wizard at any time using the Report Designer. Reports created using external tools must be edited with those tools; however, as long as they remain in the same location, they do not require further maintenance in CSM.
To open the Report Wizard:
- Open the Report Manager.
- Select a scope folder or subfolder from the Manager Tree.
Select a Business Object association, if applicable.
- Select the Create New button.