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title: "Creating a Report"
canonical: "https://wiki.yellowfinbi.com/space/USER72/2833285/Creating%20a%20Report"
format: markdown
---
Overview Having created our view we are now ready to create reports using the Report Writer. When creating a new report you will have begin with an initialisation step. The step is required for you to select the source system and the view you wish to access, as well as the type of builder you wish to use.   Create This section walks you through starting the report building process, including selecting the type of builder, and the view. 1. Start the  Report  creation process by using one of these methods:       You will now see the  New Report  lightbox. Left Side Nav Top Right  (with Left Side Navigation enabled) Toolbar 2.  Click on the  Ski Team  view in order to use the fields defined within it for creating the report.   Data This will walk you through building a basic report.   1.  You will now be on the  Data  step of the builder, where you will define the fields used in your report, format them, and define any filters, sections and other advanced options for your report. 2.  On the left you will see a list of folders, expand the  Time  folder in order to access time related fields. 3.  Drag and drop the  Year  field into the preview area, as pictured here. You could also drag it directly into the  Column  or  Rows  list if you prefer. Dragging into the Columns list creates a Year column that goes down the page, where the Rows creates a Year row that goes across the page. 4.  Expand the  Athlete Payment  category and drag the  Invoiced Amount  field next to the  Year  field in either the  Columns  or  Preview  area. 5.  Expand the  Athlete  category and drag the  Athlete ID  field between the  Year  and  Sum Invoiced Amount  fields.   6. Click on the drop down menu on the  Athlete ID  field and set the  Aggregation  to  Count   Distinct . Your report should now look like the on pictured here. 7.  Click on the  Column Formatting  icon in the main Formatting bar in order to open the formatting menu. Here you can adjust the title and formatting options applied to each of the fields in the report. 8.  Select the  Count Distinct Athlete ID  field to open its options. 9.  Change the  Display  name of the field to  Athletes . 10.  Select the  Sum Invoiced Amount  field and change the name to  Invoiced . 11. Click the  X  button on the top-right corner of the  Column Formatting  menu to close it and apply changes. Your report should now look like the one pictured here.   Charts 1.  Click on the  Charts  link in the main navigation bar in order to progress to the  Chart Builder  step. You will now have a list of fields on the left side of the builder that are available from the table you defined on the  Data  step. 2. Drag the  Year  field into the  Horizontal Axis  component of the  Auto Chart  builder. 3. Drag the  Invoiced  field into the  Vertical Axis  component. You will now have generated a line chart. In order to change the chart type manually, you will need to switch from the  Auto Chart  builder to a specific type. 4.  Open the  Select Chart  panel on the right of the screen. 5.  Locate the  Pie  section and choose a basic  Pie Chart . Your chart will now change to a  Pie . 6.  Click on the  Labels  formatting menu in the main navigation bar in order to enable some labelling. 7.  Set the Labels display to  On  and select the  Category  and  Percentage  options. 8.  Click  X  to close the menu and apply your label settings. Your chart should now look like the one pictured here.   Output 1.  Click on the  Output  link in the main navigation bar in order to progress to the  Report Output  step. Here you can apply formatting options and save the report. 2.  Click on the  Report  link in the main navigation bar and select the  Save  option. 3. Define a  Name  and  Description  for the report, then provide  Category  and  Sub Category  options for storage. 4. Click on the  Save  button to save your report and activate it for consumer use. 5.  Your report should now look like the one pictured here.   Further Information For more information around the creation of Reports in Yellowfin see the  Reports  section of the wiki.