Report Builder High-Level Overview

Here's a quick overview of the main features of report builder:
- Logging in
- Reports tab / dashboards
- Creating a solution
- Sending a report via email
- Scheduling
- Generating a document

Report Formatting

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This video will show you how to format and customize your reports within Report Builder.

Report Templates

  • Downloading example templates
  • Using type-1 and type-2 tables
  • Applying custom formatting

File Types

  • Downloading example templates
  • Using type-1 and type-2 tables
  • Applying custom formatting

Create Solution

  • How to create a scheduled report
  • How to schedule reports on a regular basis
  • Sending scheduled reports

Custom Reports

  • Creating a custom report
  • Fields
  • Filters
  • Formatting
  • Grouping

Direct Links

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  • Creating a schedule
  • Filtering the data
  • Performing actions using Report Builder's API

Document Templates

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  • Displaying each record as a page in a document
  • Creating a new block for each record
  • Using record handlers with child reports

Data Sources

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  • How to use Report Builder to create a report using a custom data connection
  • Adding a data source
  • Creating custom reports and dashboards from multiple data sources