Create Report

To create a Reports Wand report, click the Create button on the Report section of the tool bar.

This will bring up a list of reports available.

Within the Create Report screen, there are various ways to filter the list of available Report Definitions:

• Use the Filter by Connection dropdown to return Report Definitions for a specific connection

• Tick the Featured box to return Report Definitions that have been flagged as most valuable

• Type directly into the “Filter the list” bar to search for specific text across all columns

• Click on the column header to sort by: descending, ascending, no sort

• If a Business Value Definition is available for the selected Report, it will be displayed at the bottom of the Create Report screen

Select the required report, either by double clicking the report, or clicking it once, and then clicking Select. The layout editor will be shown next. Here you can customize the report by choosing which fields are displayed, the order of the fields and set sorting and sub total options.

• Use the Field Categories in the bottom-left to filter the visible fields.

• Double-click or click-and-drag the desired field to add it to the layout.

• Tick the option to “Include Pivot Table” to have an Excel Pivot Table automatically created with the report output.

• Click Create and the report will be created in a new Excel workbook.