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Table of Contents
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Overview


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The drag and drop report builder assists you to create both simple and sophisticated analytical reports. The steps available through the builder are determined by some of the options you choose along the way, including:

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    • The type of builder you use
    • The data source you build on
    • The fields you use in the report, and the layout defined by them
    • The filters and/or sections you add to the report
    • The addition of Related Reports, Drill Functionality, and Sub Queries

 

Report Builder Steps


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Included in the report builder are a number of possible steps:

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

 

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 Design for more information.

 

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