Navigation:  Reporting > Creating Reports >

Standard

Previous pageReturn to chapter overviewNext page

Menu: Report>New Report with Wizard

Default command line shortcut: rw

Create a new report

Applies To:

XLT PRO

Related Settings:

None

 

 

How To: Create a New Report

Click Reports>New Report with Wizard. Alternately: from the Project Explorer - click New Report with Wizard

rep1

Select the Standard Report option. Click [Next >]

Select a data collection. Data collections access both the global and project databases. For example: say you wanted to show a list of all manufacturers. You would select the GlobalManufacturersCollection.

 

Note: collections are hierarchical to aid in the creation of subreports. All collections are populated with data when the report is previewed.

rep2

Select the fields (columns) you wish to display in the report.

 

Note: use the > >> < << buttons in the center of the two lists to move items between the lists

rep3

Apply any grouping

rep4

Select a Layout and Orientation for your report.

 

Note: the Adjust field width to fit function will force all selected fields on to a single page possibly rendering some of the data unreadable. If you have lots of fields to display, consider using a Justified report

rep5

Select a Report Style

rep6

Title your report

rep7

Click [Finish] to create your shiny new report.

rep8

Click File>Save and save your work to your reports support path