Designing Report and Dashboards for Data Analysis

You must have the Report Admin or Design Reports permission to use this feature.

Select REPORTS — without Multi-tenancy enabled.

Select DASHBOARD & REPORTS > REPORTS — with Multi-tenancy enabled.

The Designer provides a wizard that allows you to create new content using the bundled Standard Content data worksheets. You can design elements, change their attributes, and control all aspects of element presentation and layout. The Designer saves all attributes and related information in a template file in XML format. The Designer also supports visually building queries against multiple types of data sources and specifying data grouping, summarization and element data binding.

The Designer offers you the same functionality as an API, but makes most tasks, such as report layout, much simpler. You can also use the Designer to attach scripts to embed business logic into the report. For more information about using the Designer, see Best Practices for the Report Designer and Dashboard Designer.