1.  On the Reports Dashboard, click the New button under the Forms tab, then click Report from the drop-down menu.

2.  PerfectForms™ creates a new report with a generic name (New Report) and displays the detail for that new report on the right side of the page in the details area.  Enter a Name for the report.

3.  Click Design to enter the Report Designer.

4.  Once you are in the Report Designer, you must first specify at least one datasource for the report. A datasource is a published form or other source that provides the data to show on the report.

Click Add under the Datasources section on the Properties bar. Narrow down the data to only return the fields and data you will report on.

Note: Performance may be adversely affected if you select all data objects. Only select the needed data.

5.  Drag and drop report objects from the Toolbox onto the layout canvas. You can add:

6.  Set properties for an object, report or report page in the Properties bar. The most commonly used property is the Field property in which you select the field and datasource from which the object should pull reporting data. Also, you may associate behaviors with an object.

7.  Save and close your report by choosing Save from the Report menu. Click Yes to save.

8.  On the Dashboard, the Permissions area lists users, groups and positions that can view the report. By default, the group Everyone is allowed to view the new report. The Everyone setting allows all licensed, registered PerfectForms™ users to view the report. To change this, click Add or Remove.

Note: If you need to assign access to the report only to specific users, groups or positions, you may need to access the Settings Dashboard and create them first. For more information on creating users, groups and positions, see the Administering and Integrating PerfectForms™ section of the PerfectForms™ Help Guide.

For more information on permissions, see the Granting Form Permissions topic in the PerfectForms™ Help Guide.

9. If you want to allow other users to do more than just view the report, click Share. Note that the options in the Permissions section are dynamic based on whether the report is shared or private.

Choose the user, group or position in the Permissions box then select the access level you want to assign to them (ranging from View to Full Control).

10.To publish the report, click Publish.

11.To provide a link to the report or embed the report in a Web page or e-mail, click Link. Select the appropriate text and copy and paste it into your HTML.