You can create a new report at multiple places within the application. You can create one directly within the Folders page or Reports landing page or when creating or copying a tile.
Creating a New Report in My Folders
- From Folder, click the Create New drop-down arrow.
- Select Report.
- In the pop-up window, type a name for the report in the Title field.
- Click Create.
The new report will appear in the contents table of the current folder you are viewing. By default, your first report can be found within the My Items folder.
Creating a New Report When Saving a Tile or Saving a Copy
When you choose to create a new tile or save a copy of an existing tile, you can also choose to create a new report to which to save it. You can also create a new folder at this stage if you wish.
- Click My Items to access folders you already created and select the folder in which you would like to include the new report.
- Click the Create New drop-down arrow and select Report.
- In the pop-up window, type a name for the report in the Title field.
- Click Create.
Your newly created report will be available in the folder in which you saved it.
Creating a New Report from Reports Landing Page
- Access the reports landing page by clicking Explore reports.
- Click Create a new report under Create your own reports.