Define the data to be included in a report definition by making selections and typing the appropriate information.
To add a report definition:
On the Reports
Summary page, click 
to display the Add Balance Reporting
Reports page.
Select one of the report types, which are defined in the Add Balance Reporting Reports reference topic.
Select a detail type. The three types are defined in the above reference topic.
Under Identifier, type up to 35 characters for the Report Name.
Under Identifier, type up to 50 characters for the Report Description.
Determine the manner in which the data presented is grouped in the report by selecting the appropriate Group By options.
If you are adding a Previous Day report, under Report Filters, make one of the following selections:
Select Report Dates and then choose from selections such as Previous Day's Date, Month to Date, Quarter to Date, Year to Date, Last Month, Last Quarter, or Last Year.
Select Custom Dates and then choose from selections such as Between, All, On or After, On or Before, Equal To, or blank.
The Report Filters table lists the criteria by which you can select the records you want to include or exclude from the report.
For each report filter, select the qualifier to use for determining which records to include or exclude.
Specify a specific value(s), or range of values, depending on the qualifier you selected.
Click Save to assign these settings to the new report that you have created.