Report Wizard: Categories
The Report Wizard can be used to create a new Advanced Report in versions released before v2021.1. Use the Categories tab to select which data to use on the report.
Report Wizard
Report Wizard: Filters
The Report Wizard can be used to create a new Advanced Report in versions released before v2021.1. Use Filters to restrict the amount of data displayed in the report based on a chosen criteria.
Report Wizard: Layout
The Report Wizard can be used to create a new Advanced Report in versions released before v2021.1. Use the Layout tab to initially place columns of data on the report.
Report Wizard: Name
The Report Wizard can be used to create a new Advanced Report in versions released before v2021.1. Use the Name tab to choose a folder, report name, report description and optional filter description.
Report Wizard: Options
The Report Wizard can be used to create a new Advanced Report in versions released before v2021.1. Set Report Options in the Options tab of the wizard. The Options tab is only available for Express Reports.
Report Wizard: Sorts
The Report Wizard can be used to create a new Advanced Report in versions released before v2021.1. Use the Sorts tab to apply ordering of the data on the report.
Report Wizard
The Report Wizard can be used to create a new Advanced Report in versions released before v2021.1.
Basic Training 03. Advanced Reports
In this video, we’ll be walking through creating a new Advanced Report with the New Report Wizard.
