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:

  1. Open the Report Manager.
  2. Select a scope folder or subfolder from the Manager Tree.
  3. Select a Business Object association, if applicable.

  4. Select the Create New button.