This article describes the process for creating a new report.


New Report

Go to the Reports Tab and click on the 'New Report' Button to begin the process of creating a new report.



Report Type

Report Types are templates for building reports. Users can select Report Types that represent related data objects in the system, allowing reports to be generated with attributes from the related data objects. For example, a report can be generated with data from an Organisation with it's related Contacts.


If the Report Type you're looking for is not available, speak to your System Administrator about developing a custom Report Type.