Creating a Custom Report Using the Wizard

When starting out, we recommend that you use the Report Wizard to create a new custom report template, as described below. You can also use one of the supplied default advanced report templates that may suit your business requirements. Once the report template is created, other properties and features can be added to the base template to customize it to your specific needs. The report is then saved.

Create a blank report if you wish to fully customize a report template. This report type is not bound to any data source.

  1. Access the Report Designer.

  2. Click Menu icon. above the toolbox, then select New via Wizard.

    The Report Wizard displays to guide you through the difference stages and select the appropriate options for your needs.

  3. Select the Report Type to be Empty Report.
  4. Click Finish.
  1. Access the Report Designer.

  2. Click Menu icon. above the toolbox, then select New via Wizard.

    The Report Wizard displays to guide you through the difference stages.

  3. Select the Report Type.

    Available options:

    Report type

    Description

    Cross-Tab Report

    This report type enables you to compare results and examine relationships within the data that may not be readily apparent.

    Use this report type for analyzing the relation between 2 variables like users of the system and access control.

    Label Report

    This report type enables you to create badges, card layouts, etc.

    Table Report

    This report type enables you to create a report using a tabular format.

    Vertical Report

    This is like a table report, where record fields are displayed vertically and data records are printed horizontally.
  4. Click Next.

  5. Find and select the Data Source.

    Select 1 listed item that will be the main data content of the report.

  6. Click Next.

  7. Define the Report Layout.

    1. Tick the checkbox for which Available Fields to be included in the report.

    2. Select the Field Name and Sort Order of the report Columns and Rows.

      Repeat to add as many columns and rows as needed.

    3. Select the Field Name and Summary Type for the Data content.

      Repeat to add as many fields and formulas as needed.

  8. Click Next.

  9. Specify the Page Settings.

    1. Select the Paper size, Paper Margins and Color Scheme.
    2. Enter the report title.
  10. Click Finish.
  1. Access the Report Designer.

  2. Click Menu icon. above the toolbox, then select New via Wizard.

    The Report Wizard displays to guide you through the difference stages.

  3. Select the Report Type to be Label Report.
  4. Click Next.

  5. Specify the Page Settings.

    1. Select the Paper size, Paper Margins and Color Scheme.
    2. Enter the report title.
  6. Click Finish.

 

See Also  

Accessing the Report Designer

Setting Up Report Designer

Report Designer Options

Making Changes to a Custom Report

Previewing a Custom Report

Adding a Report