General procedure for designing reports

The general steps for creating and using reports include:

  1. 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.
  2. Set up the sections of the report.
  3. Specify the data to be included on the report.
  4. Optionally, group and order the data.
  5. Save the report.
  6. Define parameters for controlling and restricting the data to be reported.
  7. Preview the report.
  8. Deploy the report. If amendments are required, redeploy it.
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