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Using the Report Wizard

The report wizard is used to create new reports or edit ones you previously created.  It can found in the Report Manager application or accessed from the report view for an application.  Reports created with the report wizard can be run on a schedule.  For more information, refer to Scheduling Reports.

To use the report wizard to create a new report, complete the following steps:

  1. Ensure you are in the partition or project where you want to create the report.
  2. To use the report wizard from the Report Manager application, navigate to Apps > Administration > Report Manager application.  Under Applications, select the application for which you want to build the report and click Create.
  3. Alternatively, open the application for which you want to build the report and navigate to the Reports view.  Select Create in the action bar.
  4. Select Use Standard Report Wizard and click Next.
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  5.  The report wizard opens with multiple tabs visible.  You will complete fields in each tab to build your report.  
  6. In the General tab, complete the following fields:
    • Report Name – Enter a name for the report.   This value will appear where the report is selected.
    • Description – Enter a brief description of the report.
    • Scope– This value determines where in the domain hierarchy the report will be available. Note that when users run the report, they will be able to select which projects to include.
      • Project – Select this option to have the report be available to the current project or partition, and any projects or partitions lower in the hierarchy.
      • Domain – Select this option to have the report be available to all projects in your domain.
    • Availability– This value determines who will be able to access this report.
      • Everyone – The report is available to anyone with access to the app in which the report is being created.
      • Group – The report is available to anyone in the group or groups that you select.  Once you select this option, another field appears where you can select one or multiple groups.  For more information on groups, refer to Creating New Groups.
      • Me – the report is only available to you, the current user.
  7. Click Next to open the Layout tab.
  8. In the Layout tab, complete the following fields:
    • Report Title – This defaults to be the same as the Report Name.
    • Page Setup – Select the appropriate Paper Size, Margins and Orientation for the report output.
  9. Click Next to open the Columns tab.
  10. On the Columns tab, select the report fields to include in your report. 
    • On the left-hand side of the tab, the report fields are available for selection. Selecting a field adds it to the Selected Columns section on the right side of the tab.  Note that fields must be included in the report to be available for filtering.  Ensure that you select all the fields that you or other users may want to filter by.
    • Some fields are related entities and they appear in the list with a chevron . Click on the chevron to see the fields related to the related entity. Selecting the related entity will select all of its fields. You can select individual fields of a related entity.  Note that when the related entity has potentially multiple child items for each record in a report, for example, reference items on an RFI, including those fields may produce unintended results.
    • Short Label - Short Label is a Kahua system field that is defined for all entities.  It is a calculated value which typically combines a couple of the primary identifying fields of a record.  For instance, for a Contact, it is the first name plus last name.  For other entities it may be the item number plus name.
    • To remove a field from the Selected Columns list, click the delete icon  next to its name, or clear the selection on the list of available fields.A screenshot of a computer

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  11. You can control the width of the field in the report by modifying the value in the Width column.  The width appears in inches. Click Distribute columns evenly across page at the bottom of the screen to evenly distribute the report columns across the available page space. 
  12. Select the appropriate values in the Align column.  You can modify both the vertical and the horizontal alignment.
    • Vertical alignment - Select Top, Center, or Bottom.
    • Horizontal alignment - Select Left, Center, or Right.
  13. Use the arrows in the Move column to control the order of the fields in the report.  
  14. Click Next to open the Grouping tab. 
  15. In the Grouping tab, select the field to group your data by.  The columns in your report will appear in bold and at the top of the selection list. 
  16. Click Next to open the Display Criteria tab. 
  17. In the Display Criteria tab, select up to two fields to sort the data by, and whether the sort should be ascending or descending.
  18. Click Next to open the Calculations tab.
  19. In the calculations tab, select a calculation method, and where you want the calculated value to appear.
  20. The calculated value can appear in the Group Footer or the Report Summary.  
    • Calculations that appear in the Group Footer will be calculated for each group that appears in the report.  
    • Calculations that appear in the Report Summary will be calculated for all the items in the report.
    • The calculation options will vary, depending the field the calculations are acting on.  For example, a numeric field can have a Sum and an Average, while a text field can have only a Count (the number of times a report field is recorded) or a Count Distinct (the number of times there is a unique value for the field).
  21. Once you are satisfied with your selections, click Save.


The report is now available for viewing and editing in the Report Manager application, and for viewing in the associated application.  Refer to Viewing a Report.

To run the report in Report Manager, select it and click View.

To edit the report, click Edit.  The report tabs will open and your previous selections can be modified.

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