A custom report is where analyses, charts, crosstabs, and other visuals all come together in a comprehensive unit. The options are limitless like they are for each component. You might want to create a sales report for your sales team to track their progress or specialized accounting reports for your bookkeeping staff.
To create a new report, follow these steps:
- Go to Reports > Report Center.
- Click Create Report.
- You will be in the Design mode of a new, untitled report. Click Untitled Report to change the name. This is the name that will appear on the Report Center home page.
- Drag and drop components from the component toolbox on the left onto the report canvas to add them.
- Rearrange components on the canvas by clicking their drag icon and dragging them to a new location.
- Configure the component’s settings or delete them by clicking the Gear or X icons.
- Add or remove columns for the Split Row component by clicking the Columns icon.
When you drag a visual component onto the canvas, the Visual Gallery displays, and you can select one or more visuals to insert into your report. Each selected visual will be inserted into a separate panel. Having everything in panels allows you to customize the look and feel of your report.