Tutorial - Creating a Report

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Last updated: Nov 29, 2022 by IT StonebranchVersion comment

In this exercise, we will create a report for Widgets.
 

Step 1

From the Reporting navigation pane, select Reports. The Reports list displays.

Step 2

In the empty Report Details below the list, enter / select the following values:

  • Title = All Widgets
  • Table = Widgets (ops_widget)
  • Field(s) = (pre-selected fields display when you click Edit Fields)

Step 3

Click the Save button.
 

Step 4

Click the Run button to run the report, which displays under a new tab.
 

Step 5

Return to the Report Details and select the following Filter for the report:

 

Step 6

Click the Update button, and then click the Run button to display the report under a new tab.
 



For additional information, see: