To create a new report click on ‘+Add’ below

Name your report (A above).

Select the type of report you want to create by clicking on (B above) – Table, Summary, Bar Chart, Line Chart, Pie Chart or Waterfall.

All available fields will be automatically selected for you but if you want to select your own you can click on the ‘Clear All’ button in box (E above) and then you can drag the fields you want from (C above) and drop into box (E above).

You can drop fields from (C above)  into  one of the boxes at (F above) – ‘Sort’ will sort the data by your chosen field. ‘Group’ will allow you group the data and ‘Sum Total’ will total up a chosen field.

(G above) will allow you to ‘Filter’ the report.

Drag the field you want to filter by from (A above) to (B above). If you want to clear all your filter choices click on the red ‘Remove All’ button (C above). When you have selected a filter type it will appear below the table, in our example above (D above) and (E above). The (D above) filter allows to to select multiple data types by clicking on them. (E above) is a text field that will allow you to look for text in a field. In the above can look for characters in the description.

(F above) gives you a snapshot of the data that meets all the filter choices.