Step 1 - Open the Report Creation Wizard

Start by launching the wizard from the toolbar. This step-by-step tool helps you quickly create a new report based on your data.

• Select your data source
• Choose the fields you want to include
• Define basic layout options

Step 2 - Design Your Report

Once the report is created, it opens in the Report Designer where you can fully customize the layout.

• Drag and drop fields onto the design surface
• Add tables, labels, and charts
• Adjust layout and formatting

Use the toolbox to insert elements and the properties window to fine-tune their appearance.

Step 3 - Add Grouping and Sorting

Organize your data by grouping and sorting it to improve readability.

• Group data by category
• Sort ascending or descending
• Create structured report sections

Step 4 - Preview Your Report

Switch to preview mode to see how your report will look when printed or exported.

• Check layout and formatting
• Verify data accuracy
• Make adjustments if needed

Step 5 - Save or Export

Once your report is ready, you can save it or export it in different formats.

• Save the report design
• Print the report
• Export to supported formats

Tips for Better Reports

• Keep layouts clean and readable
• Use grouping to structure large datasets
• Preview regularly while designing
• Reuse templates from the Report Gallery

Want to learn more about the available tools? Explore the Report Designer Interface & Features.