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  1. Create
  2. Data
  3. Charts
  4. Related Reports
  5. Output

 

Create

The first step in building any report is selecting the type of report you wish to run and the data source required. Your organisation may have many views and data sources so selecting the correct one is critical prior to building your report.

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See Initialise Report for more information.

 

Data

The report data section allows you to define the look and feel of your report, including the fields to be displayed, the filters to be used, and whether a chart or drill through should be displayed. Select the items from the view that you wish to include in your report and drag them into the appropriate section of the screen.

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