Adding Report Model Entities

Follow the steps below to add a report model entity to the system.

1. Access the Report Model Designer.
2. Select Setup > Report Model from the SmartInsight Designer main menu.
   Result: The SmartInsight Model Designer window is displayed.
3. Create a new Report Model or Open an Existing Report Model.
4. Expand the SmartSolve option within the Design Panel Data Model tab.
   Result: The Tables and Views options are displayed.

5. Expand the Tables or Views option as applicable.
6. Select the letter associated with the entity to be added to the report model.
   Result: A list of entities displays for the chosen letter.

7. Place the mouse over the Entity object to highlight it.
8. Press and hold down the mouse button to grab the object.
9. Drag the object onto the Entity Name column header on the Model Design Canvas.
10. Release the mouse button to drop the object.
    Result: The entity name is displayed on the Model Design Canvas.

NOTE: Only one top level entity, such as Issues, can be assigned to the report model, as seen in the below image.

11. Add other entities as needed, and save your work as you proceed.

See Also

Managing Report Models