Basic Steps for Creating Reports

  To create a report:

1. Click the upper half of the Create Report icon, .

   If you click the lower half, you can print a predefined report with current options. To change options settings, select Report Preferences before you select a report.)

2. In the Create Report Preferences dialog, click an icon to select 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. Optional: Click the Custom button and complete the Custom Report dialog (Defining Custom Reports).

4. Optional: If you clicked the lower half of the Create Report icon, select Report Preferences to set a location and format for the report before you select a report (Setting Report Options).

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 select the Office button, and then Print 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.