Create Report

Before creating a Report, ensure that you have already:

• Created a Dataset

• Created a Data Model

There are two primary methods to create a new Report:

From the Data Model

1

Access Create Report

In the specific Data Model, click Create Report.

2

Review and Create Report

Review the information, edit the report display name if needed, and click Create to complete the setup.

3

Customize Report

You will be redirected to the Edit Report page to begin customizing your Report.

From the Report Module

1

Access Create Report

Navigate to the Report module and click Create Report > Use Existing Data Model.

2

Select a Data Model

Select the Data Model you have already created. The system will automatically assign a default name to the new report, which you can change as needed.

3

Create Report

Click Create to complete the process.

4

Customize Report

You will be redirected to the Edit Report page to begin customizing your Report.