Quick tour of the report builder

You can use the drag-and-drop report builder to create simple and complex analytical reports. The options you choose along the way determine the steps in the builder. 

The following diagram provides an overview of the report-creation process:

ReportCreationProcess.png

The following table provides a snapshot of steps for creating a report by using the report builder. For detailed information about using the report builder, see Getting-started-with-creating-reports-and-charts.

Step

Description

Create

You can select a view for creating a report.

CreateReport.png

For more information, see Selecting-a-view-for-a-report.

Data

Perform the following actions:

  • Select the rows and columns for your report.
  • Determine the style of your report such as Co-Display, No Drill, and so on
  • Set filters
  • Apply settings for the data to be displayed
  • Add Calculated fields to your report
  • Edit view

Create Report_Data.png

Note: Depending on the builder you select, this option might be replaced with alternatives such as CSV, SQL, Jasper, and BIRT.
For more information, see Defining-report-fields-filters-and-display-options.

Chart

Create visual interpretations of the data selected in the Data step.

Create Report_Chart.png

For more information, see Visualizing-report-data-in-a-chart.

Design

Format your report.

Create Report_Design.png

Publish

Save and give a private or public access to the report.

Create Report_Publish.png

For more information, see Saving-and-providing-access-to-reports.




Related topic

Creating-custom-reports-and-charts

Report Builder