Create a report using the Report Wizard

Use the Report Wizard to create reports with charts and tables that allow you to easily analyze your data.

All reports that are created using the Report Wizard are Fetch-based reports. Note that all reports generated with the Report Wizard print in landscape mode.

Create a new report

  1. From the left navigation pane, select the reports area.

  2. On the command bar select New.

    Create a new report

  3. A Report:New Report screen will appear. For Report Type leave the default selection to, Report Wizard Report and select the Report Wizard button.

    Report wizard

  4. In the next screen, leave the default selections and then select Next.

    Report wizard

  5. On the Report Properties screen, enter a name for the report and then choose the record to include in the report and then select Next.

    Report properties screen

  6. On the Select Records to Include in the Report screen choose the filters to determine which records are included in your report. For example, if you only want to see results for records modified in the last 60 days, you can set that filter in this screen. If you don’t want the data filtered, select Clear.

    Select Records to Include in the Report*

  7. On the Lay out Fields screen, choose the layout of your report. Select Click here to add a grouping and choose how you want your data grouped.

    Lay out Fields

  8. Select the Record type and the Column for the data you want to have grouped in the report. When you are done with your selections, select OK.

    dd grouping screen

  9. Select Click here to add a column to columns of data related to the record type you chose in the previous step.

    add grouping screen

  10. On the Add Column screen choose the data you want to have displayed for the column and then select OK.

    add column screen

  11. Repeat the previous step for any additional columns that you want to add. When you are done, on the Lay Out Fields screen, slect Next.

    add more column screen

  12. On the Format Report screen choose how to format your report and then select Next.

    Format report

  13. Review the summary of your report and select Next and then select Finish. You can now see this report in the list of report in the system.

    View you report

See Also

Work with reports

Add a existing report

Edit report filter

Troubleshoot problems with data not displaying in a report