User Report Definitions
This section explains how you can create your own user report definitions. The purpose is to hand you the information you need to create report definitions, which include all required business data in a smart layout.
Prerequisites:
• You must have the appropriate authorization.
• You must first open the Planon TSI and drill down to the selection step that contains the business object for which you want to create a report definition.
For more information on mail merge reports, refer to
Mail Merge Report Definitions.
Depending on the selection step you are working on, you will find a second tab in this window, the
System reports tab. This tab contains predefined reports of
Planon .
Depending on the business object you have selected, Report Manager will present all data fields related to it in the Report definitions and settings window.
As the number of fields in the list is usually very large, it is recommended that you carefully consider which information ( Planon data fields) should be included in your report definition, before actually making the report definition.
Since Planon system reports are linked to a particular business object, information on their function will be given in the user manual and help topic that focuses on that business object. For example: information on the Space analysis system report is given in the Spaces & Workspaces documentation.