Step 6: Configure reporting on installed base records

1. Do one of the following:
   • To create a view for the external table, go to <My Profile> | Administration | Customization | Installed Base | Views.
   • To create a new report category for Installed Base, go to Main Menu | Reports | New Report Category.
2. Create a report in the new category based on the Installed Base view.

To see the results, open a Company, and click the Installed Base tab. A list of installed base records for the Company is displayed. The fields that are configured as links are formatted as hypertext.

• To edit or delete the summary screen for the record, click Record.
• To add new records from the list screen, click New.

The Company ID on the Installed Base table is an integer value. To display the Company name (rather than the ID) in a report, set the Entry Type of the company ID field to Search Select, using the Company entity.

For more information about creating views, report categories, and reports, see the System Administrator Help.

You can create a view that links the Installed Base table with another table so that more fields are available on the report. For example, the Company table.