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Create New Report

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Create New Report



To start creating a new report, navigate to the Reporting tab and select New Report from the ribbon.





To add columns, drag (click on the field name) and drop the necessary fields into the design view window. Before the mouse is released, ensure the field is showing up as a vertical blue line, and not a horizontal red line. If a red line is showing when the mouse is released the field will be added in as a Group By row instead of a Column.




To change the order of existing columns, drag the relevant column in the necessary direction and drop it in the correct area.




To remove a column, right click on the relevant column header > Remove column






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