Create a Report

GUIDE STATUS: IN REVIEW

1. Input "Reports" into the filter navigator.
2. Click Create New under Reports.
   
   
   
   
3. Give your report a unique name in the Report name field.
   
   
   
   
4. Select the source type from the dropdown Source type field. 
   
   
   
   
5. The next field will either appear as Table or Data source, depending on your selection for Source type.
6. In the reference field for either Table or Data source, use the filter to narrow down your selection and select the SN table or data source that you will query in your report.
   1. For example, to create a report querying all projects using a table, select the table Project [pm_project].
   
   
   
   
7. Click Next at the bottom of the sidebar.
   
   
   
   
8. Select a visualization type by scrolling through the available options and clicking the associated card. There are many different kinds, but two simple types are a Bar and List. The selected visualization will preview in the content frame.
   
   
   
   
9. Click Next.
   
   
   
   
10. Under the Configure section, all of the following fields are optional, but allow you to change the way your data appears in the visualization.
11. Once finished, click Next.
    
    
    
    
12. The Style section allows you to make changes to stylistic elements of the visualization. Once those changes are complete, click Run at the top right of the content frame.
    
    
    
    
13. If you are satisfied with the output from running your report, click Save to save your report.
    
    
    
    
14. To exit the edit view, click the back arrow at the top left of the content frame