Procedure: How to Create a Report Using the Report Wizard

After you launch the Report Wizard, you can begin to create your report procedure.

Note: If you choose to create a new report using the shortcut menu in the Environments Tree panel, you will skip the first screen of the Report Wizard. You will not have to specify whether you are creating a report or SQL report. You will instead be brought to the Report Wizard - Select Procedure Location window, with the location for your report already selected.

  1. Click Create Report.

    The Report Wizard - Select Procedure Location window opens.

  2. Navigate to where you want to create the new report and click Next.

    The Report Wizard - Select a master file window opens.

  3. Choose an application folder in the app folder tree, and select a Master File in the Master files list. You can select the Use Qualified Path check box if you want to only display the data sources in the application folder.
  4. Optionally, click Select Styling to edit the style sheet for the report.
  5. Click Finish.

    The InfoAssist canvas opens. You can now add data to your report and format the data using the tabs on the ribbon.