General procedure for designing reports
The general steps for creating and using reports include:
- Create a new report, or create one from a template. You can also use an existing report as the starting point for a new report.
- Set up the sections of the report.
- Specify the data to be included on the report.
- Optionally, group and order the data.
- Save the report.
- Define parameters for controlling and restricting the data to be reported.
- Preview the report.
- Deploy the report. If amendments are required, redeploy it.