Creating Interactive Reports

1. In the side menu on the Reporting and Analytics home page, click Interactive Report.
   Your system administrator configures the link to appear in the Reports section or LINKS section.
2. Click Create New Interactive Report, and then click the report type.
3. Double-click Untitled and then type a report name.
4. Drag data fields to the canvas.

   To add a data field as a column header, drag the field to the column bar. A vertical line appears to indicate you are creating a column header.

   To add a data field as a group header, drag the field above the column bar. A horizontal line appears to indicate you are creating a group header.

   To reorganize fields, drag them to their new location on the canvas or click and then drag them to their new location in the Columns field.

   To rename a field, double-click it on the canvas and then type the new name.

   To remove a data field, click it and then drag it to the trash can.

5. To format data fields, click the Formatting tab and then specify format settings.
   The options that appear vary by field type. Press and hold the Ctrl key to select and format multiple fields.
6. To change general preferences such as the report template and page setup, click the General tab and then specify the settings.
7. To define filters that limit data in the report:
   1. Click the filter icon () on the tool bar, and then drag a field from the canvas to the Filters box.
   2. Specify filter conditions and parameters.
   3. Click OK.

   To remove a filter, click the filter icon, and then click .

   To edit a filter, click the filter icon, and then click .

8. To sort report data:

   • For group headers, under Group Sorting on the Data tab, click the drop-down list for that header, and then select Ascending or Descending.

   • For column headers, right-click on a column, select Sort, and then select Ascending , Descending, or None. Selecting None removes the previous sort option.

9. Click Save, enter the report name, and then click OK.
10. To generate the report, click the Export icon ( ) on the tool bar, and then select the output type.