Creating New Reports

New reports can be created using existing SmartInsight report models. A report model must be attached to a report when creating the new report. Please see Report Models for additional information.

Follow the steps below to create a new report.

  1. Access the SmartInsight Designer.
  2. Click the Design New Report button.
  3. Select Report > New.
  4. From the Report Model drop down list select the report model to be used for the report.
  5. Click the Select button.
    Result: The Report Design canvas window Layout tab is displayed.
  6. Design the report using the controls located in the Design Panel. See Basic Work Area and Navigation for additional information on designing reports.
  7. Select Report > Save or Report > Save As from the SmartInsight Designer main menu.

See Also

Basic Report Designer Functions

     

 

 
Thursday, January 25, 2018
10:51 AM