REPORT DESIGNER - QUICK START GUIDE
Creating a simple report using Report Designer Wizard
1. Navigate to Advanced View > Reports > Reports.
a. This will bring you to the report list
![](/TASKSWIKI/Attachments/reportpics/RW1.png)
2. Click on the New Report Button
a. This will bring you to the Report – Basic Setup page
![](/TASKSWIKI/Attachments/reportpics/RW2.png)
3. Enter a Report Name and select a Group to view the report
a. For this sample, I will call it “Test Report Builder” and select Client SuperAdmin
4.Choose other parameters, for example selectors (filters)
a.For this sample, I will simply select user selector and course selector NOTE: YOU MAY WANT TO SELECT SELECTORS AFTER DESIGNING REPORT
5. Click Save to Save the report
![](/TASKSWIKI/Attachments/reportpics/RW3.png)
6. Click the Design Report button which should be visible after saving.
a. This should launch the report designer
7. Click the Round Button / Icon in the upper left hand corner a. This will give you file menu options
![](/TASKSWIKI/Attachments/reportpics/RW6.png)
8. Select New > New Report with Wizard
![](/TASKSWIKI/Attachments/reportpics/RW7.png)
9. For now select Standard Report
![](/TASKSWIKI/Attachments/reportpics/RW8.png)
10. A list of data sources should pop up, for now click on Users and then click the Next button
![](/TASKSWIKI/Attachments/reportpics/RW9.png)
11. This should bring up a list of columns from which to select.
![](/TASKSWIKI/Attachments/reportpics/RW9.png)
12. This will bring up the columns order, for now leave as is and just press Finish
![](/TASKSWIKI/Attachments/reportpics/RW10.png)
13. This will bring up a preview of the layout.
![](/TASKSWIKI/Attachments/reportpics/RW11.png)
14. Click the save icon in the upper left corner.
![](/TASKSWIKI/Attachments/reportpics/RW11.png)
15. Exit and Run the report - Enter info in a selector, eg. First name = “John”
![](/TASKSWIKI/Attachments/reportpics/RW13.png)
16. Click View Report