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Tutorial

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1.  Start the Report creation process by using one of these methods:

 

    • Left Side Nav - open the left side navigation panel, click on Create, select the Report option

 

    • Top Right Button - click on the create button, select the Report option.

 

    • Toolbar - click on the Create link in the toolbar, select the Report option.


You will now see the New Report lightbox Click the Create link in the main navigation bar of the system, and select the Report option.

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Left Side Nav

Top Right

(with Left Side Navigation enabled)

Toolbar
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2. You will now be on the Report Initialisation page. Ensure the Drag and Drop Builder has been selected to use for report creation.3. Click on the Ski Team view in order to use the fields defined within it for creating the report.

3. You will now be taken to the Data step of the Report Builder.

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4. Add Year and Invoiced Amount to Columns.

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