Creating the Customer List Report

This tutorial illustrates how to create a simple customer list report. These features are highlighted:

 

The following instructions are included:

 

Creating a Project and Adding a Dataset

Create a new reports project, add our first report to the project, and add a dataset to the report.

Building the CustomerList Query

Build the query for our CustomerList report by selecting the file to query and then selecting the items in the file to include in the query.

Designing the CustomerList Report

Design the layout for our CustomerList report.

Previewing the CustomerList Report

Preview the CustomerList report.

Modifying the CustomerList Report

Modify the CustomerList report to suit your needs.