These steps guide you through making an
Interactive Report.
-
From User Console
Home, click Create New, then
Interactive Report.
-
Choose a data source for the
report from the Select Data Source dialog box. Click
OK.
Note: If no data source is listed in the dialog box, contact your administrator for help. - To add your first column, click and drag a field from the Data tab in the left panel.
-
Drag the field over the report canvas on the right until a vertical line appears, then drop
the field in place. This field becomes a column in your report.
-
Continue to drag and drop fields on to the report canvas until you have all of
the columns of your report in place.
You can rearrange the order of the columns by clicking on the headers and dragging the columns to the right or left of their current location. When a green line appears, you can drop the column there. You can also resize your columns by selecting the bar to the right or left of the column header and dragging it until your columns are the correct size.
-
Rename your report by double-clicking on Untitled in the
Report Canvas, and typing a name in the field that
appears.
-
Click the Save As in the toolbar.
When the Save As dialog box appears, type a file name for your report, choose a location to save it in, and click Save.
Your new interactive report is created and saved in the location
of your choice.