Through Report Designer, there are different ways of building a report:

  • Duplicate an existing report template and modify the report.
  • Upload a report definition from a partner or someone outside the organization.
  • Paste an Excel export from another report writer into the Report Designer Excel window and add Report Designer properties to the report.
  • Build a report from scratch in the Report Designer and use a pre-defined Excel template (that contains a company logo, header styles, etc.).
  • Build a report from scratch in the Report Designer by creating a new report template from the Live Reporting module in the OneStop Reporting portal.
  • Edit a report template by duplicating an existing report template from the Live Reporting module in the OneStop Reporting portal.