There are two steps to creating a new report.  In the first step we will create ‘views’ to extract the data that we want to include in the report.  Views are like search queries that tell the Reports App which forms you want to access data from.  You can re-use views across reports.  We will create commonly used views for you.


In the second step we will select which views we want to use.  If we are using more than one view, we will tell the App how to connect (join) them.  Finally, we will choose which fields to display on the report, in which order and with which column headings.