BPM Standard Reports Guide

Create Report

This section describes how to create a Maconomy standard report.

To create a report:

  1. In Web Intelligence, click the New icon.
  2. Select an appropriate universe for your report.
  3. Click OK.
  4. To define the data included in your report, click Add Query.
  5. In the side panel, drag and drop the data you want to view in the report, such as customer information or dimensions, to the Result Objects tab.
    1. To select filters for your report, drag and drop objects from the side panel to the Query Filters tab.
    2. To preview the content of your report, click Refresh in the Data Preview tab.
  6. Click Run Query to generate your report.