Start Report Builder

 

From the Home Page, users authorized by Valiant can either start the process to create a new report or access an existing report.

 

  1. Click on the menu bar.

 

 

  1. Click .

 

  1. Enter your VIP User Name and Password.

  2. Click .

 

 

Reports are stored on the Valiant Report Server and accessible from the File menu or toolbar.

File Menu

Toolbar

 

 

When creating a new report, follow the steps shown, then click .

 

If you double-click the desired Data Source in the Getting Started pane first, without using the ”new” dialog, the system displays the Design Report page and lists the entities and fields available from the selected source in the Explorer pane.

Note

Before creating a new report via the Data Source selection, review the Report layout selection to ensure the desired report format is created.

 

Please see the next section for a description of the available layouts.