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Create a Detail Report

Create your own Reporting detail reports according to your specifications.

Create a Detail Report

To create a new detail report, start from the Reporting page and click Create New Report.

The Reporting wizard walks you through the steps to creating a new report. At a very high level there's just three steps: 

  1. Select the data source.
  2. Build and preview the report. 
  3. Save, run and view the report.

After selecting the data source the drag and drop report builder interface enables quick creation of customized reports.  Take a few minutes to see how it works.

What's Next

For more information on creating filters for your detail report see: Filters.

See Folders and Sharing for more information on saving and sharing reports to either private or shared folders.

Last modified
22:55, 29 Sep 2016

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