Creating a New Report

To create a new report:
  1. Choose your data source and data items. For information about selecting data, see Selecting Data for Reports.
  2. Select the layout (precision or tiled) for the report. For more information, see Choosing a Report Layout.
  3. Select the report object (or objects) that you want to use in the report. For information about selecting report objects, see Using Tables, Graphs, Gauges, Controls, and Other Report Objects.
  4. Drag and drop the report object (or objects) on the canvas. Alternatively, you can double-click the report object on the Objects tab or tab over the report objects and press Enter to add the report object to the canvas.
  5. Update the properties for the report and the report objects.
  6. Update the styles for the report objects.
  7. (Optional) Create or modify display rules. For more information, see Adding Display Rules to a Gauge.
  8. (Optional) Add filters to the report. For more information, see About Report Filters.
  9. (Optional) Add interactions between the report objects in a section. For more information, see Overview of Interactions.
  10. (Optional) Add a new section (or sections) to the report. For more information, see Overview of Report Sections.
  11. Save your report.
  12. (Optional) Add comments to your saved report.
You can also create a new report based on an existing report or on report objects from a report that you have imported. For more information, see Basing a New Report on Report Objects Imported from One or More Existing Reports.