Creating a Report
Reports are the primary feature of Report Builder. A report typically contains charts, which display configured data1, and optionally rows and containers which organize the layout of the charts in the report.
Reports do not belong to an Integrate package and are globally visible in the instance where it resides. To add a new report to an instance, you can either (1) create a new one from scratch or (2) import a previously existing report.
Creating a Report from Scratch
To create a new report, you will have to use the Report Creation wizard, which you can use using the steps below:
- Right-click on or underneath the Reports tree of the instance where your report will reside and from the appearing context menu, select New > Integrate Report. This will launch the Report Creation wizard.
- Provide the details of your report in the wizard.
- Click Finish once done.
Launch the wizard using keyboard shortcuts only
Another way to launch the Report Creation wizard is by using the following steps:
- Press .
- Enter the keyword
reportin the Wizard Launcher's text box.
- Select the Integrate Report wizard from the filtered results by clicking on the entry or moving your arrow keys up and down.
- Press .
You can use this method to launch other wizards as well.
Importing a Report
The alternative way is to import a report, whose process is explained in the instructions below:
Drag and drop your
.report file from your file manager GUI to the
Reports folder, found in the
Coder Navigator view.
- Open the file drop-zone tab by clicking the icon on the left sidebar.
- Drag and drop a
.reportfile from your file manager software to the file drop-zone area*.
- Click Import.