The process of creating a report is straightforward and involves a few key steps:
- Click on the “Create Report” Button: This action opens the report creation module.
- Select “New Report”: Choosing this option initializes a blank report setup
- Provide Essential Details:
- Report Name (Mandatory): Every report must have a unique and identifiable name. Reports cannot be created without assigning a name.
- Report Description (Optional): You can provide a brief explanation of the report’s purpose, which helps users understand its content at a glance.
- Select Folder: Choose a designated folder where the report will be saved and categorized.
- Save Automatically (Optional): This option ensures that the report is saved automatically at regular intervals, preventing data loss.
Once the necessary details have been entered, the report structure is initialized, and you can begin selecting data.
