Click the Report Center button on the Global Pane
On the Report Center page, click the New button towards the top of the page
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
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
Select a Data Source or Create a New Data Source
- See Leveraging Predefined Data Sources for more details
- See Creating a New Data Source for more details
- This is example will use the CurrentInventory Existing Data Source
Select Yes and click the Next button in the bottom right
Select the fields that will show on the report then the Finish button
Click the Menu Icon and Save As
Set the Report Name, Display Name, set Active to true and select the Companies that can access the report
- Describe what the report does to easily communicate to users how to interpret the results
- Check the Parent box to have all the Company records get set
The Report can be found under the Draft Reports tab in Report Center
<aside> 💡 Draft reports are only visible to the user that saved the report
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