Create Reports

The Reporting Tool offers three options for creating reports.

Use Data Explorer: Use Data Explorer to analyze data, to export simple CSV files or PDFs, or to export data and create more complex reports. The Data Explorer feature is a simple, intuitive way to navigate the relationships between our data tables and to search and use data objects on reports, without the need for a robust understanding of SQL. Each data object is presented in a way that clearly shows its relationship to joined data.

Use the Report Wizard: The Report Wizard provides two options 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.

  • Start with Standard Reports 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.