Management and Administration > Workspace Management > Creating Custom Reports > Create Report | Send feedback |
Reports are built in K2 Workspace through the Report Designer. To start a new report, select the Create Report button on the lower far right corner of the page. The following wizard will be presented:
Fig. 1. K2 Create Report Wizard
The Create Report wizard consist of the following steps:
Fig. 2. K2 Report Wizard step menu
Step | What it is |
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Select the way in which the data must be represented, such as a Tabular Report | |
Select the Primary Data Source displaying the SmartObject properties | |
Create the Report Column headings by dragging the required SmartObject properties onto the design canvas | |
A summary filter can be added to each column of the report allowing the summarization of data | |
Allows the user to build filters and filter conditions for the report | |
The report's look and feel can be customized by changing the font and column options | |
Completes the Add Report template allowing the user to view, publish the report or create a new Report |
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