Creating a New Report in Classic Designer

Use the Classic Designer module to create Designer reports (charts and tables) based on the data available in the current space. A typical report shows one or more measurements grouped by one or more attributes. You can save any report you create in Designer and publish it to a dashboard or schedule it for delivery by email.

To learn about managing existing reports see Managing Existing Designer Reports.

To create a new report in Designer

1. On the Home page, select a space.
2. Click Designer.
3. Select a measure to add to the report by expanding the Measures category in the Subject Area on the left side then double-clicking a measure (indicated by the  icon). The measure will display in the Results area on the right side of the screen.
4. Select an attribute to add to the report by expanding the Attributes category in the Subject Area and double-clicking an attribute (indicated by the icon). The attribute will display in the Results area on the right side of the screen.

Tip: If you drag an attribute or measure from the Subject Area to the Results area on the right when creating a report, the pivot control automatically opens, enabling you to place the attributes and measures in one of the three quadrants for positioning in the report.
5. Add any other measures and attributes you would like to include in your report.
6. To change the properties of a column, such as the format to use for the column values, click the column header and select Column Properties from the menu as shown below.



Tip: To remove a column from your report, click the column header and select Remove from the menu.
7. To change the properties of the report, such as the title or colors to use, click Options, Report Properties.
8. To add a chart to the report, select a chart icon at the top of the screen.
9. To change the layout of the report click the Layout tab or click the Pivot Control icon

Note: The Layout tab is not available for Birst Discovery Edition users.
10. Click Report - Save.

You can save a report in either the private or the shared folder. Reports in the private folder will not be accessible to other users. To allow other users to access a report when sharing a space, save the report to the shared folder.

See Also
Laying out a Report
Changing Label Properties
Sorting Columns in a Report
Adding a Basic Chart to a Report
Using the Pivot Control in Designer
Changing the Way Data is Formatted in a Report