Sign in

Sample Report Walkthrough

July 3, 2026 05:04 AM
1 min read

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.