Creating a Published or Personal Report Using the Wizard

The wizard guides you through the steps for creating a new report using an existing report as a template or creating a completely new report. Published reports and personal reports are accessed through separate menus, but otherwise follow identical steps.

To create a new report using the wizard

1. On the Menu toolbar, access the appropriate reporting menu option:

To create a published report, click Manage > Publish Reports.

To create a personal report, click View > Reports > My Reports.

2. Click Add Report to create a new report.

3. Select Use Wizard and choose New Report or Use Existing Report, and then click Next.

New Report: Creates a completely new report.

Use Existing Report: Creates a new report by modifying a similar existing report.

4. Define the report details:

a. If using an existing report as a template, select the report from the Existing Report List. OneData automatically selects the objects from the existing report.

b. Select Objects: Select (additional) data objects to include in the report using the arrow keys and click Next.

Note: OneData performs a join on the matching column names when there is more than one object in the report.

c. Select Columns: Select the columns from each object to include on the report using the left and right arrow keys. Use the up and down arrow keys to adjust the order in which columns display on the report. Click Next.

d. Set Sort Order: Specify which columns to use when sorting the report data using the left and right arrows and the sorting priority using the up and down arrows. Click Enable Grouping in Report to create groups on common values. Click Next.

e. Select captions for columns: Specify the column name to display in the report and click Next.

f. Set Filter for Report: Display only a subset of data on the report by creating a filter. Use the expression builder tools to create the SQL query. Click Prompted Report to prompt a user for input before generating the report. Click Next.

g. Save Report Definition: Complete the report definition and click Finish. Use the following table as a guide for completing the report definition:

Report Definition Field	Field Description
Report Name	The name of the report. The report name displays as the title in the report and in the Published Reports screen.
Description	The description that identifies properties of the report.
Include Logically Deleted Records	If selected, includes logically deleted records in the result set.
Page Header	The text that displays at the top of report pages.
Page Footer	The text that displays at the bottom of report pages.
Display Related Column Description	Indicates whether to display column descriptions (if entered at the object-level) in the report.
Encoding	Indicates the type of encoding to use for the report.
Disable HTML Evaluation	Indicates whether OneData displays or applies HTML tags. Selected: Displays HTML tags (<i>Product Name</i>). Not selected: Applies HTML to the data (Product Name).
Execution Mode	Select the option to run, save, or save and run the report.

5. To export the data to Excel, click Export to Excel. If the number of records exceeds the maximum value defined in the property onedata.job.attachmentmaxrecordcount, OneData provides a warning and the option to continue or stop the export.