Starting your Report

From Informer 4 Wiki

If you have the security settings required to create a report, you will see a New Report action in the Action Bar of the Report Home Page. Clicking that icon pops the New Report Dialog and prompts for the properties required for creating a new report.

The New Report Dialog prompts you to provide the title for your report, then the datasource and mapping for your base report type. Remember – you are free to execute selects off linked files, and you are free to include fields for display from linked files as well. The base report type is simply the file from which your select statement will return records.

You are also allowed the opportunity to provide a brief description for the report and tags. The report description will display in the report listing on Report Home and the tags will display in the Filter Reports By Tag navigation section. The more descriptive you can be the better as it will help your users determine which reports they need to launch.

Select which template should be used when users export this report to PDF.

Click next to enter the Report Overview page of the report you just created.