Create reports and further refine data models

We recommend that you work with data scientists and business analysts at this stage of the process to achieve the best results. As you get ready to move to production, use data sources created using either the Pentaho Schema Workbench or Pentaho Metadata Editor. See those documents for details.

Task	Steps	Notes
Create Analysis Reports, Interactive Reports, and Dashboards	See the Pentaho Business Analytics document for instructions.	Create Interactive and Analysis reports, as well as a Dashboard. Verify that the reports show the data that you want. If they do not, work with data scientists to get the results you need.
Create a Report with Report Designer	See the Pentaho Report Designer document for instructions.	(Optional) Create a report in Report Designer.
Refine Your Data Source Model	Edit multidimensional data source models. See the Pentaho Business Analytics document for instructions. Use Schema Workbench to refine multidimensional data models. See the Pentaho Schema Workbench document for instructions. Use Metadata Editor to refine relational data models. See the Pentaho Metadata Editor document for instructions.	Refine data models to get the data that you want to see in your reports. Create the reports again to verify the results. Repeat this process as needed.