Creating a report by combining a template and a filter: Report Wizard

A report is a combination of a template and a filter:

A report template is the structure that underlies any report. It specifies the set of information that the report should retrieve from your data source, and the way that you want the data to be displayed. For example, a report template can contain the Region and Call Center attributes, and the Revenue and Profit metrics. The Revenue metric is formatted to display as currency, with no decimal. The attributes display in the rows and the metrics in the columns.
A filter screens data in your data source to determine whether the data should be included in or excluded from the calculations of the report results. For example, you might filter the Year attribute so that data is only returned for the current year, or for the first three months of last year.

The Report Wizard allows you to quickly and easily create a report by selecting an existing template and filter.

To build a report using the Report Wizard

This procedure assumes that a project designer has created a project in MicroStrategy that reflects your organization's stored data, and the project contains templates and filters.

To start the Report Wizard

In MicroStrategy Web, log in to a project. To log in to a specific project, see Starting MicroStrategy.
Click the MicroStrategy icon and select New Report.
Click Report Wizard.

To select the template

A report template is the structure that underlies any report, containing what is to be displayed on the report and the way to display it.

In the list of available templates on the left, navigate to and select the template to use. Click the right arrow to move the selected template to the list of selected templates on the right.

You can search for a template, by typing the word to search for in the Search for field and clicking the Search icon.

To select the filter

A filter specifies the conditions that the data must meet to be included in the report results.

In the list of available filters on the left, navigate to and select the filter to use. Click the right arrow to move the selected filter to the list of selected filter on the right.

You can search for a filter, by typing the word to search for in the Search for field and clicking the Search icon.

To finish your new report

In the Report Message Name field, type a name for the new report.
Depending on your user privileges, do one of the following:

Analysts: If you have Web Analyst privileges, you can run the report or save it.
- To run the report, click Run Report. If the filter contains a prompt, the prompt is displayed for you to answer. (For steps to answer a prompt, see Answering report prompts.) Your report is executed against your data source and your results are displayed.
- Click Save. If the filter contains a prompt, the prompt is displayed for you to answer. (For steps to answer a prompt, see Answering report prompts.)
Report Designers: If you have Web Professional privileges (or higher), you can edit the report or save it.
- To edit the report, click Edit in Design Mode. The report opens in Design Mode within the Report Editor, where you can continue to build the report with additional objects and user functionalities. For information on using the Report Editor, adding or creating additional objects, and adding user functionalities, see Building Query Objects and Queries, for Designers.
- Click Save.