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Overview

The Instant Reports feature allows you to build reports rapidly using a streamlined ad-hoc designer. This is useful for mock-ups, data exploration, or for users not familiar with data or your database. The most important feature of the Instant report designer is the search box. This box allows text string matching on tables or fields within the connected database.

To locate this screen, navigate to System > Report Writer.

Field Descriptions

<table data-table-width="760" data-layout="default" ac:local-id="b4e90556-cb8a-43e2-9067-ef5f85a3ebe3"><colgroup><col style="width: 340.0px;"><col style="width: 340.0px;"></colgroup><tbody><tr><td><p>Search</p></td><td><p>Enter text into the search bar to easily locate a table or field within the connected database.</p></td></tr><tr><td><p>Update results</p></td><td><p>Click to update results.</p></td></tr><tr><td><p>Preview Records</p></td><td><p>Select the number of records to preview from the drop-down.</p></td></tr><tr><td><p>Save Report</p></td><td><p>Click to save the report.</p></td></tr><tr><td><p>Open Report in Report Writer</p></td><td><p>Click to open the report in Report Writer. The entire instant report as currently built will be transferred over into the full report designer.</p></td></tr><tr><td><p>Print</p></td><td><p>Click to print the HTML or PDF of the file.</p></td></tr><tr><td><p>Export</p></td><td><p>Click to export the report as a Excel spreadsheet, Word document, CSV, or XML file.</p></td></tr><tr><td><p>Email</p></td><td><p>Click to email a link to the report. You must save the report first.</p></td></tr><tr><td><p>Edit Report Filter</p></td><td><p>Click to edit the report filters.</p></td></tr><tr><td><p>Edit Pivots</p></td><td><p>Click to edit pivot logic in the report.</p></td></tr></tbody></table>

Build an Instant Report

While most of the features of the Report Designer are removed from the Instant Report Designer, all of the basic functionality is included. To reorder fields, simply click and drag on the field header in the preview window. If you mouse over any given field, a gear icon will appear which allows access to the field options panel.

To build an Instant Report:

1. Navigate to System > Report Writer > New Item drop-down > Instant Report.

   1. In the Data tab, select a table from your database. Once a table is selected, select fields from the table.

   2. In the Chart tab, select a chart type to determine how the data is displayed.

   3. In the Format tab:

      1. Select Subtotals to show subtotals.

         1. Select Hide Grid if you want to hide the graph grid.

2. Enter a Records count value to control how many records

   1. Enter titles and descriptions in the Header and Footer drop-down.

   2. In the Schedule tab, select a Date, Time, Time Zone, Repeat type, and a Send Email as option.

3. Customize the report with the Colors and styles and Page drop-downs.

4. Enter a drilldown key in the Drilldown keys drop-down.

5. In the Schedule tab, enter required information to schedule the report.

   1. Click Save.