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Create a Report

You can create reports to analyze data and answer specific questions related to your business.

Use Query Studio to intuitively explore data by creating ad hoc reports. Report Studio is a comprehensive report authoring environment. Use it to create both highly interactive and sophisticated production reports for mass consumption by specifying queries and layouts for each report. Use Analysis Studio for analyses.

Access to the report authoring tools is controlled by the capabilities defined for your logon. If you require access to the report authoring tools but the links are not available on the top navigation bar, contact your system administrator.

An existing report may contain most of the information you require, but you may need new prompt values or changes to the layout or style. Instead of creating a new report, you can create a report view to satisfy your requirements .

For instructions about using the studios, see the following guides:

Before creating a report, confirm that the package containing the data for your report is available in the portal. If you do not have access to the package, contact your administrator.

Tip: A package is identified by the package icon .

You must have write and traverse permissions for the folder in which you want to save the new report.

Steps
  1. Choose whether you want to create a simple or complex report:

  2. If the Select Package dialog box appears, do one of the following to select the package containing the data you want to use in your report:

Creating a Query Studio Report Without Using Actual Data

You can create a report without accessing the data that will eventually be used in the report. Query Studio’s preview mode lets you create or modify reports without retrieving actual data from the database. Instead, simulated data is shown.

For more information about preview mode, see the Query Studio User Guide.

You can make preview mode the default for Query Studio. For more information, see Start Query Studio in Preview Mode.