Basic Steps for Creating Reports

  To create a report:

  1. Choose Analyze, then Create Report. Create Report

    (In Microsoft Excel 2007 or later, click the upper half of the Create Report icon. If you click the lower half, you can print a pre-defined report with current options. To change options settings, choose Report Preferences before you choose a report.)

    The Create Report Preferences dialog opens.

  2. Click an icon to choose a report:

    • Assumptions — Report summary plus assumption parameters, charts, and correlations

    • Decision Variables — Decision variable bounds, variable types, and step size (if discrete)

    • Forecasts — Report summary plus forecast summaries, charts, statistics, percentiles, and capability metrics if generated

    • Full, the default — All sections and details except assumption statistics and percentiles

    • Index — Only forecast, assumption, and decision variable summaries

    • Custom — Displays the Custom Report dialog for report definition

    • OptQuest — If you have OptQuest and have active optimization data, displays OptQuest results

    • Predictor — If you have run Predictor and have active time series forecast data, displays Predictor results

  3. If you choose Custom, click the Custom button and complete the Custom Report dialog (Defining Custom Reports). Otherwise, continue with step 4.

  4. Click the Options tab to set a location and format for the report (Setting Report Options).

    (In Microsoft Excel 2007 or later, if you clicked the lower half of the Create Report icon, choose Report Preferences to set a location and format for the report before you choose a report.)

  5. When all settings are complete, click OK.

    Crystal Ball creates the report as a Microsoft Excel worksheet. You can modify, print, or save the report in the same way as any other worksheet. For example, you can choose the File, then Print option for the spreadsheet model as you would for a normal spreadsheet.

    Note:

    If ### is displayed in the report instead of a numeric value, try making the column wider to show the entire number.