Creating a New Report

There is no single process for creating a new report in the designer. For example, some users select their data source (or data sources) before they add the report objects while other users add report objects to the canvas and then select their data source (or data sources). Some users choose to update the properties and styles for their reports while other users choose not to. The following list of steps is one way that you can create a new report in the designer.
To create a new report:
  1. Select a data source with the associated data items.
  2. (Optional) Select the layout (Precision or Tiled) for the first section of the report using the Properties tab for Section 1.
  3. Add report objects by dragging and dropping them onto the canvas or by double-clicking the report object on the Objects tab. You can tab over a report object, and press Enter to add the report object to the canvas.
  4. Add data items to report objects by dragging and dropping one or more data items onto the report object or by right-clicking on the report object and using the context menu.
  5. (Optional) Modify the report.
    • Update the properties for the report and the report objects.
    • Update the styles for the report objects.
    • Modify data role assignments.
    • Create or modify advanced data items (for example, hierarchies or geographic data items).
    • Create or modify display rules and add alerts for report objects.
    • Add filters to the report.
    • Add interactions between the report objects in a section.
    • Add a rank to a report object.
    • Import report objects from the explorer.
    • Add a new section to the report.
    • Add comments to the report.
  6. (Optional) View the report in SAS Visual Analytics Viewer (the viewer) by selecting Filethen select View Report. Once you have viewed the report, you can return to the designer by selecting Filethen select Edit Report.
  7. Save the report. The default location for the first save is My Folder. After that, the default save location is the last accessed folder.
  8. (Optional) View or change the report properties using the File menu.
  9. (Optional) E-mail the report.
  10. (Optional) Print the report.
You can create a new report based on an existing report or on existing 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.
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