<aside> 💡 Users have the opportunity to create their own Data Sources to pull out specific data from HQ Warehouse. This method is a more complex than using a Predefined Data Source, however; the benefit of customization has huge upside.

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Creating a New Data Source 📖

1. On the Report Designer Page, click the Menu icon (three horizontal lines) in the top left corner of the page, then click the Design in Report Wizard option

   

2. Select your Report Type

   • Table Reports will have a field names along the top of the page with details listed in rows
   • Vertical Reports will have field names along the left side of the page with details listed in columns

   

3. Select Create a New Data Source and click the Next button

   

4. Click the Plus button on the Queries row

   

5. This opens the Query Builder

   <aside> 💡 Note the workspace in the middle and the views on the right

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6. Drag the desired views into the work space

   

7. Join the views with the ID columns by clicking the ID in one column and dragging to the ID in the corresponding column

   

8. Check the fields that will be displayed on the report and click the OK button

   

9. The Wizard will resurface ; click the Next button

   

10. Select the primary view (vw_Inventory in this example) and the fields to display in the report

    

11. Select fields to group by, this is optional

    • This example will group results by Location Tag

    

12. If there are integer type fields selected in step 2 then functions can be performed on the report

    • Select the field like weight
    • Select the function like Average, Count or Sum
    • Set Ignore Null Values can be set to true if desired

    

13. Click the Finish button and the initial iteration of the report is displayed