Create Reports with Report Wizard
Create reports using the Report Wizard. You can select a pre-defined category of report as a starting point, or select an empty report to start from scratch.
Use the Report Wizard: The Report Wizard provides two methods for creating a report. You either start by selecting a pre-defined category or you create a new, empty report for which you manually select data source categories.
Note: Alternatively, you can create reports in the Report Working area from categories, from templates, or by dragging and dropping columns.
- Start with a Report Category Using the Report Wizard: With this method, you select one of the pre-defined report categories. When you start with a pre-defined category, the data sources for that category are automatically selected for you.
- Start with an Empty Report Using the Report Wizard: Creating an empty report is considered a more advanced procedure, because it requires more knowledge of database structure, table joins, or the other complexities surrounding reporting from scratch.
- Learn how to create reports in the Report Working Area.
- Related Topics:
- Step 1: Select the Category of Report
When creating a report, you can choose a category of report to use as a starting point, or create an empty report and start from scratch. - Step 2: Build a Report
In step 2, build your report by adding columns based on your selected data sources.
Parent Topic: Additional Reporting Menu Functions