When adding a report that is similar to an existing report, you can use the Add Report Using a Model function. This provides you with a quick and efficient way to add new reports. All fields except Report Name and Report Description of the Add Check Management Reports page are populated with the data from the selected report, which you can customize to meet your needs.
To add a check management report definition using an existing report definition as a model:
Select Check Management from the navigation bar.
Select Report from the list of available options for the Check Management service to display the Check Management Report Summary page.
Select the report definition on which you want to model the new definition.
Click 
to display the Add
Check Management Reports page.
The Report Name and Report Description fields are blank for you to enter the information about the new report definition, while the remaining fields contain data from the model definition. You can change any of the information.
If desired, select Summary or Detail in the Report Type section of the page.
Type a Report Name, if you wish to save the report.
Type a Report Description, if desired.
The remaining fields contain data from the model report. You can change any of the information by modifying the Report Filters criteria. Changing the criteria enables you to select the records you want to include or exclude from the report.
For each report filter, select the qualifier the system should use to determine which records to include or exclude. You must then specify a value or range of values, which depend on the qualifier you select. Refer to Filtering Data Overview for details.
Qualifiers are Boolean operators used in conjunction with both the Filter and Value(s) columns.
In the Report Sort section of the page, you can select up to three fields on which you want the information selected for the report to be sorted. Choose a column from the Sort By drop-down menu or accept the column that is displayed for the first column on which to sort. Choose a column from the two Then By menus to select second and third columns to sort on, if desired. Select Ascending or Descending, or accept the current sort order for these columns. To not sort on these columns, choose the blank entry.
Click Preview to generate and display the report.
Review the report.
Click Close to display the Add Check Management Reports page again for you to make any necessary changes to the report definition.
When you are satisfied with the report, click Save to save the report definition, provided a Report Name has been given. The Check Management Report Summary page displays, and the definition of the new report appears in the table.