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
- Logging in
- Reports tab / dashboards
- Creating a solution
- Sending a report via email
- Scheduling
- Generating a document
Report Formatting
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
- Creating a schedule
- Filtering the data
- Performing actions using Report Builder's API
Document Templates
- Displaying each record as a page in a document
- Creating a new block for each record
- Using record handlers with child reports
Data Sources
- 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