Create Reports Without Using Developers: Step-by-Step Guide
Creating a Report: A Step-by-Step Guide
Creating a report can be a simple and straightforward process. This guide will walk you through the steps to create a report from scratch, configure the report items, and connect them to your data sources.
Step 1: Creating a Data Source
The first step in creating a report is to establish a data source from which your report will pull its data.
- Navigate to the Data Sources tab in your Bold Report Designer.
- Click on the New Data Source button.
- Select the type of data source you want to connect to; this could be a database, a file, or a web service.
- Fill in the necessary details such as the server name, database name, username, and password.
- Click on the Connect button to establish a connection with your data source.
To know more about creating a data source, refer to the documentation link.
Step 2: Creating a Data Set
The second step in creating a report is to establish a data set from the data source.
- Navigate to the Data Set tab in your Bold Report Designer.
- Click on the New Data button.
- Select the data source you want to connect to; this could be a database, a file, or a web service.
- Follow the steps outlined in Step 1 to create a data source.
- After creating the data source, click on the Create Dataset option.
- You will be redirected to the query designer UI where you can customize your SQL queries.
To know more about creating a dataset, follow the documentation link.
Step 3: Configuring Report items in the Design Panel
Once you have your dataset set up, you can start adding report items to your report.
- Navigate to the Design tab in your Bold Report Designer.
- Drag and drop the desired report item from the right-side panel.
- Select the type of report item you want to add; this could be a chart, a table, or a map.
Step 4: Configuring Dataset Fields to Report item
After adding report items to your report, you need to connect them to your data source.
- Click on the report item you want to connect to a data source.
- Map the fields in your dataset to the corresponding fields in your report item.
- Now, preview the report in our Bold Reports Report Viewer
To know more about configuring dataset fields for report items, follow the documentation link.
By following these steps, you can create a report that provides valuable insights into your data. Remember, the key to a successful report is to keep it simple, relevant, and easy to understand.
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