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.