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. They do not belong to an Integrate package; they belong to an instance, and are globally visible within that instance.
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. To create a new report, you will have to use the Integrate report wizard.
Follow the steps below to learn how:
- Right-click on or underneath the Reports tree of the instance where your report will reside. From the appearing context menu, select New > Integrate Report. This will launch the Integrate report wizard.
- Provide the details of your report in the wizard.
- Click Finish.
Launch the wizard using keyboard shortcuts only
Another way to launch the Integrate report wizard is via the Wizard launcher:
- 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.