Creating a Document from Scratch

You can create a document from scratch, which allows you to select the information to be included on the document as you work on a non-formatted blank document template.

Prerequisite

To create documents, you must have the necessary document designer privileges. For more information, contact your administrator.

To create a document using the Document Editor

From the start page or folder toolbar, click the Create Document icon.
Select Blank Document. The Document Editor opens in Design Mode.
Do one of the following:
- From the Data menu, select Add Dataset.
- Click the Add Dataset icon on the Dataset Objects panel.
The Select Dataset dialog box opens.

Browse to and select the dataset report to add to the document. You can type a name in the Find field to locate a specific report.
Click OK. The selected dataset and its objects are displayed in the Dataset Objects panel. Repeat steps 3-5 for each dataset you wish to include in the document.
Select and add the dataset objects to the appropriate sections in the document.
Add objects such as Grid/Graphs, shapes, text fields, panel stacks, and widgets.
Format the document and controls by applying colors, effects, borders, drop shadows, gradients, and more. See About formatting documents for more information.
Group and sort the data, as necessary.
Add totals, if required.
To save the document, from the Home menu, select Save. The Save As dialog box opens.
Type a name for the document and click OK.