Initialise Report

Overview

To create a new report click the Create button located on your main navigation bar and select the Report option from the drop down menu. This will open the Initialise Report page.

Note: Only users with CREATE access to the reporting function will be able to create new reports.

In this step you will select the type of report you wish to create, how you want to write the report and to select the source of the reports data.

Authoring Options

If you have access to this option then you can select from:

1. [Drag and Drop Builder]
2. [CSV Import]
3. [Freehand SQL]
4. Advanced Options

See [Report Authoring Options] for more information.

For most users it is recommended that you choose the Drag and Drop report creation method.