Custom Reports Checklist

To get you up and running with custom reports, follow the steps in the order below.

Check each step as you work through the process
Step 1 – Set up an account for working in Report Builder.
Step 2 – Access Report Builder.
Step 3 – Explore the key features of Report Builder.
Step 4 – Create a custom report in Report Builder.
Step 5 – Preview a custom report in Report Builder.
Step 6 – Configure the user interface controls in Report Manager (a tutorial).
Step 6-1 – Introduction to parameters and UI controls. Step 6-2 – Use Simple Mode. Step 6-3 – Use Advanced Mode. Step 6-4 – See how your changes appear in the runtime version of the report. Step 6-5 – Upload a template and configure the UI controls. Step 6-6 – Set up a Validation Group. Step 6-7 – Sett up Data Dependency. Step 6-8 – Set up Visibility Dependency. Step 6-9 – Learn about required fields and default values. Step 6-10 – Configure and update the hint help. Step 6-11 – Insert lines to organize the layout of the UI controls.