Create Reports

Use the Create Report guide to create reports.

If your user interface preference is set to a bidirectional language, the Create Report guide doesn't display all components in right-to-left orientation.

To create a report:

  1. Launch the Create Report guide in one of these ways.
    • From the global header, click New, and then click Report.
    • From the Home page, under the Create region, click Report.
    • On the catalog toolbar, click New, and then click Report.
    • From the Data Model editor page, click Create Report.
  2. Follow the guided steps to select data and layout for the report, and if required add charts and tables.
  3. Save the report.

Select a Data Source

Building a report begins with selecting a data source.

Choose one of the following options to begin building your report:

  • Use Data Model

    Select an existing data model from the catalog.

    Click Next to proceed to choose Guide Me or Use Report Editor.

  • Upload Spreadsheet

    Upload a Microsoft Excel file (file type.xls or .xlsx). If the uploaded spreadsheet contains multiple sheets, select the sheet to use as the data source. You can include data from only one sheet.

    To use multiple sheets in a workbook, you first create a data model that includes each spreadsheet as a dataset, and then use that data model as the data source for the report.

    Click Next to proceed to choose Guide Me or Use Report Editor.

  • Use Subject Area

    Select a subject area from the repository. This option enables you to directly query the server and eliminates the need to create a data model in Publisher. The Create Report guide limits you to one subject area, however, you can create a report against multiple subject areas using the report editor.

    Click Next to proceed to choose Guide Me or Use Report Editor.

Choose Guide Me or Use Report Editor

You can either choose guide or to use the report editor on the Create Report page.

The following table describes the options on the Create Report page.

Option Description

Guide Me

This option guides you through defining the layout of your data in common predefined report styles. Choose this option to:

  • Create a report with simple components

  • Select a common report style with basic options

  • Quickly view the data in preview mode

Proceed to select the report layout.

Use Report Editor

This option prompts you to save the report and then opens the report editor. Choose this option to proceed to configure the report or to create a more complex layout.

Select the Report Layout

When you choose Guide Me, you are prompted to select the report page options.

After you select the data source for the report, select the report page options and report layout to define how data is displayed in the report.

To select report layout:

  1. Select report page options as follows:
    • Select the Portrait or Landscape page option to define the report page orientation.

    • Select the Page Header option to include the date in the report page header.

    • Select the Page Footer option to include the page number in the report page footer.

  2. Select one of the following report layouts:
    • Table (default)

    • Chart

    • Pivot Table

    • Chart and Table

    • Chart and Pivot Table

    • Two Charts and Table

  3. Click Next to proceed.

Save the Report

You can save the report layout and the columns you added.

Use the Save Report page as shown in the following illustration.

Select one of the following options:

  • To run the report you just created, click View Report and then click Finish. The final page prompts you to save the report. After saving, Publisher runs and displays the report in the report viewer.

  • To customize the report layout, click Customize Report Layout and then click Finish. The final page prompts you to save the report. After saving, the report opens in the layout editor.