Sample Report Walkthrough

The following is a sample walkthrough for creating a new report.

1. Go to Contents --> Administration --> Self-Service Reports.



2. Click Create New Self-Service Report. The Self_Service Report dialog appears.



3. Select the Part ItemType. The Select Related dialog appears.



4. Select the Documents relationship and the created_by_id property:



5. Add the following properties:
1. Sort by Part Number and State.
2. VG (Visually Group) by State.
3. Format created_on and weight properties.



6. For Summary, add a Count for Part Number property.



7. For Chart, create the Pie Chart for the State property.



8. For Misc, create a report title and share with two Identities.



9. For Filters, add filter values for Part Number and created_on properties.



10. Preview the report to confirm appearance.