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Creating Your First Report
Creating a report is easy. In this example we'll create a report based off of data in a spreadsheet. Begin by opening the example by clicking here.| # | Step | Picture |
| 1 | Click the MyFirstReport Worksheet | ![]() |
| 2 |
Create a new report. Click New/Edit Report on the ReportsDNA toolbar. |
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| 3 |
Select Excel as the source of data. Click Excel in the Source list to open the settings for Excel. |
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| 4 | Choose this file as the source of data. Click the button labeled This File. It populates the text box with |
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| 5 | Choose the worksheet that contains the data. Click the button labeled Worksheet. |
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| 6 | Click Data from the list of worksheets and then click the Submit button. |
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| 7 | Hit the Save (formerly labeled OK) button to close the configuration form. |
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| 8 |
Generate the report. Click Generate Report |
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| My First Report | |||
| ID | First Name | Last Name | Order |
| 1 | Jane | Doe | Milk |
| 2 | John | Doe | Eggs |
| 3 | Eleni | Smith | Milk |
| 1 | Jane | Doe | Butter |
See also