Creating Instant Reports

You can create Instant Reports using the Instant Report icon.

To create an Instant Report:

Select Reports > Select the Module > Instant Report icon . The following page is displayed.

On the left side of the Instant Report page, select the check box of the data source for which you want to create report, and then select the appropriate fields under the category. A preview of the report is displayed on the right side of the Instant Report page. For more information about the fields on the Instant Report page, see Field description.

Figure: Instant Report page

Note: To view the field properties for each field, See Screen Shot. To reorder the fields in the report preview, select the field header that you want to reorder and drag to the position you want.   Select the field for which you want to view the properties and point the mouse pointer over the field. The Options icon is displayed with the field.   Figure: Options icon   Click the Options icon . The Field Properties window is displayed. You can change the settings as necessary and click OK.

Field Description

Field	Description
	Click the Update Preview icon to update the preview after you apply additional filters.
	Click the Add Subtotals icon to view a subtotal value under each numeric column.
	Click the Design Report icon to design the report with the data sources selected by you. See Fields.
	Click the Add Chart icon to add a graphical chart of the report. See Screen Shot.
	Click the View Report icon to view the report that you created. See Screen Shot.   Under the FILTERS tab, you can view the instant report that you created.   Figure: View Report: FILTERS tab   Under the FIELDS tab, you can add or remove the fields from the report you have created. To do this, select the field that you want to add or remove and use the and icons to perform the actions.   Figure: View Report: FIELDS tab   The following table describes different buttons under the FILTERS and FIELDS tab. Field Description Click the button to update the report after adding, removing or reordering the selected fields. Click the button to move the selected fields in upward direction. Click the button to move the selected fields in downward direction. Click the button to view and modify the properties of the selected fields.
Search Box	Enables you to search for a data source or field.
Collapse all	Click to collapse the expanded data sources.
Uncheck all	Click to deselect all the selected data sources.