The Create New Report Wizard can be accessed in two ways:
- By Right clicking a Templates from the Report by Template Tree
- By Selecting the Create New Report button in the Report Administration Ribbon.
The wizard will guide you through the Process. The Wizard contains two main screens
In the Report Settings screen You first select a Template, enter a Name and select a Source System.
The only Attributes of a Report that can be selected through the wizard are the Lists required to fill the report. All other parameters are inherited from the Template. Note that only Parameters, which are both of type List and visible in the basic Report Parameters, appear in the wizard.
In the Menu & Authorization screen you select where in the menu the new Report will be. You also select which user group(s) is (are) authorized to view the report.