Using Report Pages Designer

Reporting administrators and report creators may need to manage reports access, delete old reports, organize reports, and change report ownership. These roles will create and manage reports with Report Center.

Report contents for canvas reports are created using Page Designer, which builds pages based upon components.

To create a new canvas report in Report Center:

1. Navigate to the Report Center.
2. Choose New.
3. Select the report template, Canvas, and choose Select.
4. Provide a name for the report and choose Create.
5. The Page Designer will load to create a new page.

You can return to Report Center by selecting Report Center from the breadcrumb menu (Home→Report Center→Report name) in the top-left corner.

Pages are designed using components. There are several components, each with their own use, which can be used in Canvas Report pages.

When you create your page, add a report component by dragging and dropping the appropriate icon onto the canvas. The Page Designer will insert a generic placeholder.

You can modify some settings for preferences when using the Page Designer. To modify the settings, choose the Page Properties tile and then choose edit designer properties. You can set grid settings to help align components and handle layered components.

Consider the following best practices when building reports.

Note that these are guidelines only and there are many factors on an individual instance which may affect report performance, including role-based permissions, data volume, query complexity, and so on.

• Calculated Columns

  Conditional statements should be nested no more than 10 statements deep.

• Pivot Tables

  No more than 10-15 measures should be used on any one pivot table.

• List Queries more than 200,000 records may impact performance (time outs and so on).
• Similar implications apply to pivot tables.
• Any tables more than 64,000 records should be exported to CSV format.