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It covers selecting standard, recent, and custom template categories, running reports in Basic or Advanced views, and controlling output formats and summary options. The guide further details how to edit report columns, add or reorder constant columns, define sorting behavior, manage filters, and handle report lifecycle actions such as reruns, expiration changes, deletion, and removing scheduled items.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":11,"@type":70,"position":76},"https://docshare.wps.com/template/presentations/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/creating-and-managing-reports-basic-and-advanced-guide/239970/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/creating-and-managing-reports-basic-and-advanced-guide/239970.png","ImageObject",442,249,{"name":88,"@type":89},"Himbo","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-11-01","2026-09-11",true,{"@type":98,"interactionType":99,"userInteractionCount":40},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"How do users select the category and template when creating a report?","Question",{"text":108,"@type":109},"Users choose a report Category from the drop-down and then select a report Template from the template drop-down. 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Users may then access the report templates and configure them for their own use. Users can view up to three years of report data at any one time (For example, June 1, 2014 – June 1, 2017). This guide provides the information needed to create and manage reports, including how to:  \n• Create a report (Basic and Advanced views).  \n• Modify and/or rerun a report template.  \n• Add a report output type.  \n• Change a completed report’s expiration date.  \n• Delete a completed report.  \n• Remove a scheduled report.  \n• Delete a report template.  \n1  Creating a Report  \nReport template requirements vary. The following procedure captures the most common steps to create a report.  \nTo create a report, complete the following:  \n1. Click Reports > Create. The Create Report screen displays.  \n2. Select the Category from the drop-down menu.  \n3. Select the report Template from the drop-down menu.  \nNote: There are three categories of reports:  \n▪ Standard Reports are provided by Bank of America Merrill Lynch. These report templates can be altered and saved for future use as new report templates.  \n▪ Recent Reports are reports that were recently run. These reports can be created from Standard Reports or from custom template reports.  \n▪ Custom Template Reports are reports created and saved by a user. These reports can be tagged for personal and/or company use.  \nTo select a standard report  \nTo select a recent  \nreport  \n▪ Click the drop-down menu arrow. A list of reports displays.  \n▪ Select the desired report from within Standard Reports. The template details populate.  \n▪ Click the drop-down menu arrow. A list of reports displays.  \n▪ Select the desired report from within Recent Reports. The template details populate.  \nTo select a custom template report  \n▪ Click the drop-down menu arrow. A list of reports displays.  \n▪ Click Choose from all available templates.... The Select a Report window displays.  \n▪ Clear Include Shared Reports, if needed.  \n▪ Select the option for the desired Template Name.  \n▪ Click OK. The Create Report screen displays with the populated template details.  \n4. Complete one of the following:  \nTo runa Basic  \nReport  \n▪ Select Basic within the Report Options header.  \n▪ Select each desired Output Format. Note: After the Output Format is selected, the section expands, providing further options.  \n▪ Select the Summary Grouping from the drop-down menu, if needed.  \nNote: Summary Grouping is enabled only with the Output Format PDF and/or the Output File selection, Summary Only.  \n▪ Click Submit Report. The report is generated and accessible from Reports> Completed.  \n1  \nTo run an Advanced  \nReport  \n▪ Select Advanced within the Report Options header. The screen populates selections for an Advanced Report configuration.  \nNote: Creating a report in the Advanced view provides additional column and filter configurations, the ability to schedule reports for other users, schedule reports to run at a future date and time, and save thereport in the Template Library.  \n▪ Go to step 5.  \n5. Complete the following, as needed:  \nTo Add ▪ Select the desired column from the  \nColumns Available menu within the Columns section. A right arrow displays between  \nthe Available and Selected menus. Note: To select multiple columns, hold the Ctrl button.  \n▪ Click the right arrow. Each selected column displays in the Selected menu.  \nTo Remove  \nColumns  \nTo edit a Column  \nTo add a constant  \ncolumn to the report  \n▪ Select the desired column(s) from the Selected menu within the Columns section.  \nNote: To select multiple columns, hold the Ctrl button.  \n▪ Click Remove. Each selected column moves to the Available menu.  \n▪ Select the desired column(s) from the Selected menu within the Columns section.  \n▪ Click Edit. The Edit column window displays.  \n▪ Edit the informati","cbCaifT7nHew2OBI","https://ap.wps.com/l/cbCaifT7nHew2OBI","pdf",120080,"English","# Creating a Report\n## Report Categories and Templates\n## Running a Basic Report\n## Running an Advanced Report\n## Configuring Columns, Sorting, and Filters\n## Report Lifecycle Management","[{\"question\":\"How do users select the category and template when creating a report?\",\"answer\":\"Users choose a report Category from the drop-down and then select a report Template from the template drop-down. Standard, Recent, and Custom Template Reports follow different selection paths.\"},{\"question\":\"What is the difference between running a Basic and an Advanced report?\",\"answer\":\"Basic focuses on selecting output format options and generating the report for access in Completed. Advanced enables additional column and filter configurations, supports scheduling for other users and future runs, and allows saving reports in the Template Library.\"},{\"question\":\"How can report columns be added, removed, edited, or reordered?\",\"answer\":\"Users add columns from the Columns Available list to Selected, remove them back to Available, edit a selected column via the Edit column window, and reorder columns using the arrows in the Selected menu.\"}]","Creating and Managing Reports - Basic and Advanced guide | PDF",1789155692]