Create New Report
Begin your actual Report creation process with this section. It aims to explain the multiple ways available for a user to create a new report.
The Create New Report page displays three options to begin with the Report creation.
Please Note: This screen opens to a user who has accessed the Report module using either of the steps shown in the Accessing the Report Module description.
Navigate to the Create New Report page.
Provide a Name for the Report.
Provide Description about the report.
Select Existing Data Store.
OR
Upload a CSV file.
OR
Upload an Excel file.
Based on the selected option the rest of the information gets displayed to the user.
Please Note: The user can also create a new Report based on an uploaded Data Sandbox file. It is possible to save some Data Preparations transforms on this Data Sandbox file and then use it for Data Store creation. Later the user can select this Data Store from the Existing list of Data Store while creating a new Report. This flow contains the following steps:
Upload a Sandbox File/ Use an uploaded Sandbox file.
Use Data Preparation option to transform the uploaded file data.
Create Data Store based on the same Sandbox file.
Create a new Report based on the same Data Store that has been created on the clean Sandbox file.
Refer the Creating a new Report based on a Data Sandbox Data Store with Data Preparations section to understand the entire flow in detail.
Last updated
