Open the Report Designer

The report designer gives you access to all the tools you need to create basic or more complex reports.

1. Do one of the following:
   • Click Analytics on the navigation pane, double-click Reports Explorer, and then click New Report.
   • If your navigation set is configured to add new reports from the file menu, click File and then select Report. See Asset Workspaces.
2. Select the type of report you want to build: Grid report, Standard report, or Standard report with Chart. Since the sample report will primarily be used internally by staff members to work with records, select Grid report.
   Note: Grid reports are most commonly used on the Service Console to list records that staff members can open for editing. The other report types are generally used to present summaries of data inside or outside of your organization. If you decide you want a different report type after you start creating a report, you can change it from the Report Layouts button on the Home tab.

   After selecting the report type, the report design center opens where you create your report. The report designer consists of the ribbon, the design surface, and the data dictionary, where you can select from the database’s tables and fields.