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Creating Your First Report

Creating a report is easy.  In this example we'll create a report based off of data in a spreadsheet.  Begin by opening the example by clicking here.

# Step Picture
1 Click the MyFirstReport Worksheet  
2

Create a new report.

Click New/Edit Report on the ReportsDNA toolbar.

 
3

Select Excel as the source of data.

Click Excel in the Source list to open the settings for Excel.
 
4 Choose this file as the source of data.

Click the button labeled This File.  It populates the text box with
 
5 Choose the worksheet that contains the data.

Click the button labeled Worksheet.
 
6 Click Data from the list of worksheets and then click the Submit button.
 
 7  Hit the Save (formerly labeled OK) button to close the configuration form.
 
8     
Generate the report.

Click Generate Report
 

You have just created your first report!

My First Report
ID First Name Last Name Order
1 Jane Doe Milk
2 John Doe Eggs
3 Eleni Smith Milk
1 Jane Doe Butter

The report can be customized further by selecting different Options and Formats.

See also

Overview
Getting Around
Toolbar