Creating reports using the visual report wizard

The Create New Visual Report wizard will help you create a new visual report.

1. Open the Create New Visual Report wizard in one of the following ways:
   • From the Visual Designer perspective, right-click the Visual Reports folder in the Project Explorer view. Select New Visual Report from the pop-up menu. The Create New Visual Report wizard opens.
   • From the Visual Designer perspective, select File > New > Visual Report. The Create New Visual Report wizard opens.
   • With an active query in the editor window, select Query > Transfer To > Visual Report.
   • Click the New Visual Report toolbar button.
2. Specify the name of the new visual report in the Visual report name field.
3. Select the template that will be used for the new visual report in one of the following ways:
   • Select the Predefined tab. From the list of predefined templates, select the one on which you want to model the new visual report. Predefined templates are delivered with the application. The layout of predefined templates cannot be changed. The Blank predefined template is the default template for all visual reports. It contains no structural elements.
   • Select the Local tab. From the list of local templates select the one on which you want to model the new visual report. Local templates are those that have been created for your organization and saved locally. Each template contains predefined content (such as company logos, standardized text, frequent graphical layouts). The templates are listed by category for organizational purposes. Users can edit the structural content of local templates to suit their needs.
     Note: The Local tab is not displayed if there is no locally saved templates in your Templates directory.
   • Select the Repository tab. From the list of templates that are saved in the repository select the one on which you want to model the new visual report. Templates listed on the repositories page are those that have been created for your organization and saved in the repository. Each template contains predefined content (such as company logos, standardized text, frequent graphical layouts). The templates are listed by category for organizational purposes. Users can edit the structural content of repository templates to suit their needs.
4. Click Finish. A new visual report object opens in the editor. The design template for the main page is displayed. The Project Explorer view opens (if it is not already open) and lists the new visual report under the Visual Reports node in the tree.