The Report Wizard is a tool that allows you to easily create reports using data from the currently selected filter in a datasheet, focussed in the Main Panel. These reports are sometimes referred to as Datasheet Reports.  Report Wizard is also invoked when you design a report using the Report Designer

Create a new report using the Report Wizard

1. With a desired datasheet for the report open, click Report Wizard from the Output group on the DataSight Ribbon.
2. The Report Wizard dialogue window opens. Step through the Wizard as required:

• Choose Columns
• Add Grouping Levels
• Summary Options
• Choose Report Layout
• Choose Report Style
• Enter a Report Title and Save

Choose Columns

This step allows you to choose fields (attributes) whose data will be displayed in your report. The selected fields and corresponding captions will be automatically added to your report, arranged one under another.

Choose your Columns of Data

1. Double-click items in the left-hand side list to move them to the right. These items will be displayed in your report. You can also use the arrow buttons shown in the Wizard box to move items or drag them with your mouse to the list box on the right.

                Select at least one field to continue.

2. If you want to customise your report further, click Next to proceed to the next wizard page: Add Grouping Levels. Click Finish to complete the wizard at any stage.

Add Grouping Levels

This step allows you to group data in your report. Nested grouping and grouping against multiple fields are fully supported.

Group your Data

1. The list on the left-hand side displays data fields that can be used to group data. To apply grouping, do one of the following.

• Select columns and click the right arrow (>) button.
• Double-click columns.

2. Note that grouping fields on the right-hand side can be selected by clicking them. This is useful if you need to remove them or change their order. To accomplish the latter, use the up arrow (∧) and down arrow (∨) buttons.
3. You can complete the wizard at this step by clicking Finish. If you want to customise your report further, click Next. If data grouping has been applied on this page, you will proceed to the Summary Options If you have not grouped your data, you may skip the Summaries step and go to the Choose Report Layout page.

Summary Options

The Summary Options step is only available if you have applied data grouping in the previous step (Add Grouping Levels). If your data is not grouped, this step is skipped.

Specify Functions to calculate and display

Specify totals to be displayed for each data group and grand totals for the entire report. For instance, you may need to display the sum of values in a particular field, the average value, etc. Specified totals will be displayed after corresponding groups, and in the report footer.

This page displays all available numerical and date-time fields that are not used to group data. Using the check box table, you can specify which functions should be calculated for these fields.

Ignore Empty Values

If your data contains empty values (this is different from, say, zero in a numeric field) you can choose to not take these into account when calculating totals by checking Ignore NULL values.

By default, empty values are treated as zeros for numeric fields and the earliest system date for date-time fields.

Finish Wizard or Continue customisation

You can complete the wizard at this step by clicking Finish.

If you want to customise your report further, click Next to proceed to the next wizard page: Choose Report Layout.

Choose Report Layout

Set the layout of elements in your report. Additionally, this page allows you to specify the page orientation for your report.

If report data is grouped, you can choose one of the available indentation styles for nested elements. The following options are available if data grouping has been applied.

• Stepped
• Outline 1
• Outline 2
• Align Left 1
• Align Left 2

If data grouping is not applied, you can specify how data field values are arranged - into a table, one under another, etc. If data has not been grouped, you will see the following report layout options.

• Columnar
• Tabular
• Justified

If you want to customise your report further, click Next to proceed to the next page: Choose Report Style. Otherwise, click Finish to complete report wizard.

Choose Report Style

Apply a predefined style sheet to your report

1. Select one of the predefined styles from the list box.

• Bold
• Casual
• Corporate
• Compact
• Formal

2. If you want to customise your report further, click Next to proceed to the next page: Enter a Report Title.
3. Otherwise, click Finish to complete report wizard.

Enter a Report Title and Save

Specify the report title and finish report customisation

• Enter a title string into the editor and click Finish to complete report wizard. The report will open in the Report Designer.

Save the Report to Saved Views

1. Click Save in the Report Designer ribbon and the Save As dialogue window appears.
2. Click on your desired folder in the Saved Views folders list. This may be the master Saved Views folder, or an existing folder. The selection will be highlighted.
3. Alternatively add a new folder. Highlight the folder under which the new folder will be created, and select New Folder.
4. Name the new folder.
5. If you wish to overwrite an existing report click on the report name. Otherwise, Name the report.
6. Click Save.

Print the Report

1. Click on the Print Preview Tab in the Report Designer.
2. Click Print on the ribbon. You can also press CTRL+P. The Print dialogue will be invoked.
3. Specify the necessary settings and click Print.