Specify a Report Location in the Report Wizard

The Specify Location page of the Report Wizard allows you to link an external report to CSM by specifying its location and giving it a name and description to use inside CSM. This step is omitted when you are creating a new Report using the Cherwell Report Writer.

To specify the location of an external Report:

  1. Provide a name and description for the Report.
  2. Manually enter or browse to the location of the Report. Include the server name in the file path to ensure the report can be accessed by all Users.
  3. Click Finish to save the reference to the Report in CSM. Modify the Report as needed using the tools selected.