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This step selects the template you created above and tells it where to "grab" the data to populate the report (i.e. which data profile to use).

  1. Click the Assemble A Windward Report web part. Click Next.

  2. In Step 1, enter a title and optional description. Select the library where the template is stored and select the template from the resulting list. Finally choose the location where you'd like to save the report assembly. Click Next.

  3. In Step 2, in the Datasource Spec. Library drop-down menu, locate the library where you saved the data profile. In the File drop-down menu, select the data profile. Click Next.

  4. POSSIBLE STEP 3 If your template contains variables, which our example Trucking Template 2 does not, you will be prompted to enter whether to require those variables to be input when running a report and parameters for those variables. In many cases, you will want to require those variables to be input by the person running the report. Click Next.

  5. Review the choices you made for naming the report assembly, choosing the template, and storing the report. Click the Generate Assembly File button.

>> Step 5: Generating a Report

Last edited Dec 10, 2013 at 11:12 PM by wrtr, version 2


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