Administration Guide › Queries and Reports › How to Create a Report › Open Report Design Wizard

Open Report Design Wizard

To create a new custom report from scratch or based on an existing report, you must open the report design wizard.

To open the report design wizard

1. Click the Queries and Reports tab, then the Reports subtab.

   The Reports List appears.

2. Click Options, and then select either New or Copy.

   The Report Design wizard appears.

   When using the wizard:

   • Click Save to save without closing the wizard.
   • Click Save and Close to save the report and close the wizard.
   • Click Reset to restore the wizard display to the last-saved settings.