To create a report
1. Do one of the following:
◦ In the GUI, select > or > > .
◦ In the Web, from the Reports View, select Create Report.
The Report Wizard displays the Type panel.
2. From the list, select a report type for your report. Each report type displays a description and preview.
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Depending on the report type you select, the remaining steps in this procedure may or may not apply. In addition, the order of the steps may be slightly different.
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3. Provide information for the
Attributes,
Style,
Logo, and
Parameters panels. For more information, see
Report Wizard.
4. Click Next. The Item Fields panel displays.
5. Select which fields you want to include in your report:
◦ 
specifies fields to add to the
Fields in Report list using the data filter.
◦ 
removes selected fields from the
Fields in Report list.
6. To specify the format layout of a field as it displays in the report, select a field in the
Selected column and click
. The
Format layout for <field name> dialog box displays. For more information, see
Format Layout for field name Dialog Box. Formatted fields are annotated with
(Formatted) after the field name.
7. If your report includes numeric fields, you can perform arithmetic calculations between one or more numeric fields and display the results in the report. For example, if your report currently displays a list of Project items, you could calculate the difference between the Actual Budget and Estimated Budget fields for each Project item and display the values in a new field called Over/Under Budget. The arithmetic calculation behind the Over/Under Budget is a computed expression.
| To create a valid computed expression, the numeric fields used in the expression must be in the Selected list of the previous panel. |
To remove a computed expression, select it, and click
Remove (GUI) or
(Web).
8. Click Next. Depending on the report type you selected in the Type panel, one or more of the following panels may display in varying order or as segment sub-nodes:
9. Complete the options for each panel that displays. Where applicable, click Next to advance to the next panel. The Sort By panel displays.
11. Click Next. The Sharing Panel displays.
12. Provide information for the
Sharing panel. For more information, see
“Report Wizard”.
13. To save the report, click Finish.
in the Web. The Edit Expression dialog box displays. For more information, see Add Expression or Edit Expression Dialog Box.