Feedback on: EventPro Planner Manual - Create a New ReportCreate_a_New_Report_Custom_Report_Chapter_18Chapter 18: Reports > Create Custom Reports in Report Explorer > Create a New Report /Dear EventPro Planner Documentation Department,
Create a New Report
1.
Select Reports | Report Explorer from EventPro Planner’s main menu.
2.
Select the Report Category in which you want to create the new report. You cannot add a new report to a hard-coded category. You must add the new report to the Custom Reports category or a category you created.
3.
Click the New button in the upper right corner.
4.
The Report Item [New] window appears. Enter the Report Name and any other information you require in the Description, Communication Reference, Sort Order and Hidden fields.
5.
Click Save. The new report will appear in the Report selection grid.
6.
Select the new report and click the Design button. The EventPro Planner Report Designer appears.
7.
The easiest way to understand how to create a report is by way of example. The following instructions will guide you through creating a few example reports, starting with a simple list and adding more complex elements as we progress.
