Create an Interactive Report

These steps guide you through making an Interactive Report.

1. From User Console Home, click Create New, then Interactive Report.

   

   Create New Interactive Report
2. Choose a data source for the report from the Select Data Source dialog box. Click OK.

   

   Interactive Report Select Data Source dialog box

   Note: If no data source is listed in the dialog box, contact your administrator for help.

3. To add your first column, click and drag a field from the Data tab in the left panel.

4. Drag the field over the report canvas on the right until a vertical line appears, then drop the field in place. This field becomes a column in your report.

   

   Interactive Report Create Column
5. Continue to drag and drop fields on to the report canvas until you have all of the columns of your report in place.

   

   Interactive Report Add Columns

   You can rearrange the order of the columns by clicking on the headers and dragging the columns to the right or left of their current location. When a green line appears, you can drop the column there. You can also resize your columns by selecting the bar to the right or left of the column header and dragging it until your columns are the correct size.

6. Rename your report by double-clicking on Untitledin the Report Canvas, and typing a name in the field that appears.

   

   Rename a report
7. Click the Save As in the toolbar.

   When the Save As dialog box appears, type a file name for your report, choose a location to save it in, and click Save.

Your new interactive report is created and saved in the location of your choice.