ReportIt Report Portal: Create a report

The ReportIt Report Portal provides access to the Report Designer, where reports and templates can be created or edited, and their content formatted.

Create a report

To create a new report:

  • Navigate to the ReportIt Report Portal.
  • Select Create report located in the Report List toolbar.

The Create Report screen displays.

Note

Administrators determine which Data Models are made available to users. For Diligent Entities users, a Semantic Model containing Diligent Entities data is available for selection.

  • Select the Data Model containing the data that will be reported on, by selecting the relevant icon.
  • Select the Create Report button at the bottom of the screen.

The Report Designer screen displays.

  • Select the Save As icon to open the Save As screen and give the report a title.

The report's content is now ready to be designed and formatted.