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The primary upgrade in '''Neo '''is that it streamlines the process of '''finding, selecting, '''and '''setting up your information. '''
<pre> The Report Builder Neo can only be used to create new reports; any existing reports with the Classic Report Builder will not be able to switch to Neo. </pre>
1. Click on the '''four-square '''icon on the top left of your page to launch the '''Report Builder Neo. '''
:: [[File:Report neo date time.png|200px|border]]
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||'''Group Options'''
:: [[File:Report neo group by.png|220px|border]]
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||'''Sort By'''
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||'''Formula'''
||This field allows you to build out further complexity such as mathematical operators, concatenation, and supports MySQL syntax.
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||'''Display'''
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Checking this option will allow you to display the data from this column in your report; if you do not want it to be displayed, but rather only set as a criteria, you can uncheck this option and the column data will be hidden from the resulting report.
'''Example:''' You may wish to produce a list of salaries over $100,00 a year and use the salary as a criteria, but do not want to show these results.
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||'''Show Total'''
||Checking this option will display the total of all the data accumulated from that column.
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||'''[[Criteria]]'''||Here, you can set the criteria for which records to be displayed in a report. There are 5 columns available for setting criteria, each separated by the '''OR '''operator.
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* The '''Report Builder Neo '''has the [[Display order#Drag and Drop Re-Order Fields|Drag and Drop]] functionality to re-order the display view of columns in a report and to input fields into the appropriate columns.
* The Report Builder will automatically note which base dataset your columns relate to.
===Report Builder Neo Help Panel Panel===
===Creating an Example Report with Report Builder Neo===
The following sequence of steps will bring you through an example exercise of creating a report with '''Report Builder Neo.'''
:: {{Icon Menu}}
2.. Under the heading '''Tools, '''select '''Reports.'''
