Step 2: Build a Report
In this step of Report Wizard, you build your report by adding columns based on your selected data sources.
The first course of action in this step depends on the option you selected in Step 1, as follows:
- If you started your report by selecting Choose this option to create a new empty report, you are immediately prompted to select data source categories for your report. See Add Data Sources for instructions.
- If you started your report by selecting a pre-defined report category, you are ready to add columns to your report based on the category you selected. See Add Columns for instructions.
Note: When you access Step 2 of the Report Wizard, a short series of tutorial pop-up boxes display to define user interface features and guide you through the initial steps of creating a report. To hide the tour, click Do not show again on any of the tutorial boxes. If you want to see it again at any point in the future, click the View Tour button at the top right-hand side of the screen.
- Related Topics:
- Add Data Sources
You add data sources if in Step 1 of the Report Wizard you selected Choose this option to create a new empty report. - Add Columns
Add columns to your report based on the buckets that display above the Columns tab, as exemplified in the following image: - Build the Report
Select data sources for your report and format its appearance. - Add Filters
You can select fields to filter your report's output. - Use the User ID as Filter Criteria
When running reports, you can restrict the reports users receive or generate to data corresponding to their own user ID. - Sort Columns
To set a sort order, you can either click the Sorting tab or from the icon on the column heading. - Add Crosstab Reports
You can extend the display of reports by adding columns that aggregate the display of data from other selected columns. - Prompt Check Box
Select the Prompt check box on the Report Wizard Grouping tab to enable the ability to group your report by a designated field contained within the report. - Save and Publish the Report
You can use the Details tab to format, preview, and export the report.
Parent Topic: Create Reports with Report Wizard