Creating a New Report

The report creation functionality uses a pre-defined wizard to create the reports - refer to the Reportal documentation for further details on the wizard.

1. When in the Report List page, click the New Report button, located at the right end of the Report List page's toolbar.

The Create Report Using Wizard overlay opens - .



Figure 1 - The Create Report Using Wizard overlay

2. Type a name for your new report into the Report Name field.
3. Click the down-arrow next to the Wizard Name field to open a drop-down list of the wizards available to you, and select the wizard you wish to use.
4. Select a template and/or an end-user list as required.
5. Select the Publish Report Now check-box if you wish to publish the new report immediately.
6. Click Create Report.

A task progress page opens. On completion click Close to close the overlay and return to the Report List.

Full details on creating, editing and publishing reports are given in the Reportal documentation.