Report Creation Basics

Setting up a Report

  1. Navigate to User Interface | Reporting. Right click Advanced Reporting | New | Advanced Report.

  1. Enter the report Name and Description. This uniquely identifies the Report by Name.

  2. Set up the master Dataset, which contains the fields to be used in the report.
    1. Firstly, click on Datasets, then click the plus icon to add a new dataset.

    1. Fill in the form to add the Name and Description of the table that will become the dataset for the fields in the report. Also, fill in the SQL statement that will return the desired fields from the dataset to be used in your report.

    1. Click OK to complete the creation of the dataset.
  3. Click on Layout, then click on the Launch Designer icon and wait until the Report Designer is launched.

The Report Designer is displayed. You are now ready to start designing your Advanced Report.

Report Bands