Building a New Report

Building a new report is a multi-step process that requires navigating to different pages in the application and configuring a variety of settings to adjust the appearance and structure of the report.

To create a new report: 

  1. Perform one of the following:

    • Click the Hamburger icon  in the menu bar, to show the tools menu. Select Reporting > Reports, then select Build a Report on the menu bar. The Report Builder page displays. Proceed through the steps in turn by clicking >>. These stages are listed in links at the top of the page, with incomplete stages grayed out. You can return to a completed stage by clicking on the appropriate link.

      Several of the screens include a Quick Select box on the upper right of the screen. If there are many items listed on the screen, and you know which one you are looking for, you can type part of its name into the Quick Select box to produce a drop-down list of matching items. Choose one and click the Select button to select that item for your report.

    • On any screen you can press and hold Ctrl+Shift to show the Report Builder keyboard shortcuts available on each screen. To use the keyboard shortcut, hold down Ctrl+Shift and press the shortcut key.

  2. Perform the following: