Create, edit, or copy a report using the Report Wizard

Can I do this task?

How to determine which record types have the data you need

All reports that are created using the Report Wizard are Fetch-based reports.

1. In the Navigation Pane, click Workplace, and then under My Work, click Reports.
2. To add a new report, on the Reports tab, in the Records group, click New.
3. In the Report: New dialog box, in the Report Type list, click Report Wizard Report, and then click Report Wizard.

   You can only use the Report Wizard to edit reports that were created with the wizard.

4. Select a starting point for your report.
   1. To create a new report, click Start a new report.

      - OR -

      To start from a copy of an existing report, click Start from an existing report, select the report, and also clear the Overwrite existing report check box.

      - OR -

      To edit an existing report, click Start from an existing report, select the report, and select the Overwrite existing report check box.

   2. Click Next.
5. Enter the name of the report, and specify which record types the report will use.

   The purpose of this step is to identify where the data in the report comes from. You can include data from one or two record types, plus data from related records Records that are referenced in the current record. For example, an account might have many related contact records..

   1. Enter data in each field:
      • Report name. This value will be displayed in the Reports area.
      • Primary record type. Data from all fields in this record type and related record types will be available when you are defining criteria for which records to include. Data from this record type will be available when you are selecting fields to display.
      • Related record type. If you need to display data from a related record type, select an additional record type here.

        Tip: If you don't need data from a related record type, don't select one, as it makes the report take longer to load.

   2. Click Next.
6. Define a filter to determine which records are included in your report. For more information, see Edit the default filter for a report.
7. Organize and lay out your data.
8. Select whether to use a chart in the report.

   The purpose of this step is to determine whether to use a chart, and which type of chart to use.

   1. Select whether to include a chart:
      • Table only. This provides a table grouped and sorted as you specified.
      • Chart and table. Displays both a chart and table.
        • Show table below the chart on same page. Clicking on the chart does nothing.
        • Show chart. To view data for a chart region, click the chart region. Clicking on an area in the chart will display a table with details for that section of the chart.
   2. Click Next.
9. If the report includes a chart, format the chart.

   The purpose of this step is to specify the type of chart, and how the data is displayed in the chart.

   1. Select the chart type, and then click Next.

      The Chart preview area shows how the data will be displayed.

      • For vertical and horizontal bar charts and line charts, specify which data to display on each axis:
        • In the Format Column (X) Axis section, select the field to use for the X axis, and the label that is displayed on the chart for the field.
        • In the Format Value (Y) Axis section, you can select two fields. For each field, you can specify the label that is displayed on the chart.
        • In the Format Labels and Legends section, specify whether or not to show the data labels and a legend.
      • For pie charts, specify the slices and values for the chart.
        • For slices, you must select one of the groupings in your report.
        • For values, you must select a numeric column with a summary type.
   2. Click Next.
10. Review the summary of the report, click Next, and then click Finish.
11. After you finish defining the report, return to the Report form, and if required, update the name and description of the report, and determine where the report is displayed. For more information, see Edit report properties.
12. Test the report. On the Reports tab, in the Actions group, click Run Report. If the report needs modifications, edit the report.
13. Make the report available to others for use. For more information, see Determine who can use the report.

Notes

• To edit an existing Report Wizard report, first select the report. Then, in the Records group, click Edit. Finally, click Report Wizard.
• All reports generated with the Report Wizard print in landscape mode.
• If you need to change data on the General or Administration tabs for a new report, wait until the report is saved before making the changes. Any changes on these tabs made before a report is saved will be ignored.