You can create a new report using Application Designer. The new report format becomes available under the Matter it was created.
To manage the report formats, perform the following steps:
In Application Designer, select Configuration.
In the Configuration pane, select the Report Settings node.
All the tabs available for modifying the report settings are shown in Application Designer.On the Manage Report Formats tab, select Files from the Select report matter list.
Select the File Plan Summary and Document Index report and then select Remove to remove these reports from the list of selected reports. The reports are moved to the Available report formats list.
Select Close. This saves the changes to the draft data model on the Records Manager server.
After the data model is published to the server, access the Records Manager client application. In the New Report dialog box, the report formats for the Files matter won't show the File Plan Summary and Document Index report formats.
NOTE: These steps are described using the Files matter and the File Plan Summary and Document Index report formats. The procedure for all other matters and report formats is the same.