Creating Reports

To create a new report:

1. From the Reports menu, choose Create Report.

2. The Create Reports page displays options for creating a report. For the purposes of this example, select Blank Report. For steps to use a wizard to create a new report, see Report Wizard.

3. In the Object Browser on the left, click the All Objects tab to display all the objects you can place in the report.

4. Add attributes, metrics, filters, and prompts to your new report, as follows:

To add an attribute to the report, drag and drop the attribute, or double click on it, from the All Objects panel onto the report. Attributes are generally placed on the rows of a report.
To add a metric to the report, drag and drop the metric, or double click on it, from the All Objects pane onto the report. Metrics are generally placed on the columns of a report.
A filter screens data in your data source to determine whether the data should be included in or excluded from the calculations of the report results. You can create and add a stand-alone filter to a report, or create a filter directly in the report. For steps to create a filter directly within the report, see Creating a filter within a report: Embedded filters. For steps to create a stand-alone filter and then add it to the report, see About filters to determine the type of filter to create and links to steps for creating your filter.
A prompt is a question the system presents to a user when a report is executed. You can add a prompt to a report to determine what data is displayed on the report based on how the user answers the prompt. There are several different kinds of prompts, including filter definition prompts, object prompts, and value prompts. You can add an object prompt to a template directly. To add an object prompt to the report, drag and drop the prompt, from the All Objects pane onto the report, or right click on the object and select Add to Grid, then move it to the desired location. For more information about adding prompts, see Adding a prompt to a report.

5. Click the Run Report icon at the top of the screen to view the report in Grid, Graph, or Grid and Graph view. If you want to move objects or format the report differently, return to Design Mode and make your changes.

6. To save your new report, click the Save icon at the top of the page. The Save As dialog appears.

Navigate to the location to save the report, then type a name and description for the report in the Name and Description fields and click OK.

Note: If you are saving a report that has already been saved, a confirmation prompt is displayed.

Creating a graph

To create a graph report, determine which graph style to use based on the objects used in the report. For a list of graph styles and the requirements for each style, see Minimum object requirements for each graph style.