Step 2: Build a Report
In step 2, 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 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.
- 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 to Build the Report
On step 2 of the Report Wizard, 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, toggle the arrow next to the Column heading, or select Sorting from the Column Actions menu. - 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