Reporting 2.0 - Report Types
To access Reporting 2.0, go to

For more information about Reporting 2.0 permissions, see the following:
- Permissions in Reporting 2.0 - This provides detailed information about Reporting 2.0 permissions.
- Permissions List - This provides the list of permissions and their relationships so that you know which permissions users need to have to create and view reports.
Report Type Visibility Is Permission-Based
Users only see a report type when they have the permission to view at least one of its sections. For example, a user with permissions for Reporting, Transcript, and Training can view fields for Assignment, Certification, and Training, but not fields for Compensation or Performance, etc.
Users can only see field columns based on their permissions.
Selecting Report Type
When more than one report type is available for your report based on the fields you have added, you will be prompted to choose one. For example, if you add fields that apply to more than one report type
Workflow for Selecting Report Type
- Add fields to the report.
- Click the Preview tab, or click the or the button.
- A report type pop-up opens asking which type of report are you building.
- Select a report type from the drop-down. The options display in alphanumeric order.
- Click .
Once you click
, the report type is applied. The report type will update the list of fields that are available in the Data panel so that the only fields that appear are the fields that are relevant to that report type.The report type will appear in the Report Properties panel.
Note: Users with "Can View" and "Edit" ability as well as Reporting - Manage permissions can change the report type when accessing the report.
Reset Report
Once you set the report type, you can choose to reset the report. Resetting the report deselects the current report type and re-populates the list of fields to choose from on the left based on fields already selected for use in the report. A new report type can then be selected based on the new field choices that are made.
Click
to reset the report. The list of fields in the Data panel will update to display all fields. The fields and filters you have added to the report will not be lost.Copy Report
When copying a report that has a report type defined, the report type is copied. Users can remove the report type by clicking
so that a different report type can be selected.