Create a report from scratch with report builder

The report builder is a drag-and-drop tool that allows one to customize existing reports or create new ones from scratch.

Select New Report...

When you select a new report, you can build a new report in 7 steps. Step 0 is click New Report...

Select New Report...

1. Select Report Type

Select Report Type

2. Set the scope

Set the scope

3. Select the reporting columns

Drag and drop the reporting columns. When you see the green check mark, let go of the mouse and you will have successfully added a column.

You can also drag the columns to appear in a different order.

Select the reporting columns

4. Select the reporting format

Select the reporting format

5. Select groupings

Select groupings

6. Summarize numerical data

  1. Click on the Summarize this Field option
  2. Choose how you would like to summarize the field and click apply.
Summarize numerical data

7. Add custom filters

Drag and drop to add custom filters

Add custom filters

0 Comments

Add your comment

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.