2,004
edits
Changes
no edit summary
==Overview==The ''' neo report builderReport Builder Neo''' is used to construct a report by selecting the required fields and setting the way the field should be used within the report. The neo report builder Report Builder Neo allows for greater control of reports and features a more intuitive user interface.
==Video Introduction==
{{#ev:youtube|epxf_I17PsI}}
==Navigating to Report Builder Neo==*When creating a new report# Under the '''Tools''' menu, a user now has the option of using the classic report builder or the new report builder. click on '''Reports'''# Click on '''New Report'''# Select '''Neo''' (Neo is selected by default)
[[Image:Report_builder_neo1.png|link=]]
====Note====
* When creating a new report, a user has the option of using either the classic report builder or the new report builder.
The leftmost pane gives you the option to select [[Report Recordsets|datasets]]. The middle pane allows you to select the fields to be used. The user can select upto 100 columns for each report. Each report column consists of the following settings:
* '''Display''' - This flag is used to suppress the display of a field that you may need to use for criteria, but not display in the reports. For example, you may wish to produce a list of salaries over 100,000 per year and use the salary as criteria, but not show the result.
* '''[[Criteria]]''' - Sets the criteria for the records to be displayed in the report. There are ten rows for criteria.
[[Image:2014-07-15 15-52-13.png|link=]]
'''Note''': If you have many custom fields, access the reports tab within the application you are creating the report from. If you are creating a report from a particular {{UTA}}, access the reports tab from that UTA.
[[Category:Reports]] [[Category:How]] [[Category:Report Builder Neo]]