Creating a Report in Visualizer

Note: See Getting Started with Visualizer to review the basic screen components.

Visualizer gives you flexibility in how you get started creating a report:

  • Access the Subject Area or subject areas as Visualizer allows you to access multiple subject areas with the 5.27 release.
    Note: See Subject areas for an overview.

Then you can either:

  • Add the data first, then opportunity change the chart type when you know the data you want to use for the report.
  • Start with a chart type first, then add the data when you have in mind the type of report you want to create.

Also consider:

  • Using Undo and Redo.
  • Using Delay Charting mode for improved performance while building complex reports.
  • Changing the default result set limit.

To create tabular view of your data, see Working with tabular reports.

To create a chart view of your data, see Working with chart reports.