Here you will define the content and format of the report.
•Data View identifies the data on which the report is based. This will determine the data fields that are available for the report.
•Report Type will be:
o Tabular if each record is a line on the report with selected fields appearing as columns
o Cross Tabulation presents data in a similar manner to an Excel pivot table so that values within the grid represent sums of specific values rather than individual record entries. For example, resources may appear as columns and projects as rows, with hours worked being shown as totals by resources for projects.
o Column shows data in a single column with the name of each field appearing to the left of the data. The data fields are shown in the sequence they appear and are then repeated for subsequent records.
o Chart if data is to be presented in the form of a graph
o Combination if several reports are to be combined into a single output; you will select these at the Sub-Reports tab.
•Usage Type is:
o Report for a standard report that is to be available through the Reports tab
o Widget to provide analysis of data through:
— Dashboards
— My Work Home page
— Projects Home page .
Availability will depend on the Usage Type specified at the Availability tab.
Input is then over several forms that you can access each one by selecting the sub-tabs within this form.