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1. In the Navigation pane, under Report Center, click a folder in the Reports tree, and then select New Report. (You can first create a Reports folder by selecting New Folder...)
   
   
   Create a new report
    
    
2. While in the New Report dialog, select the Blank Report option and click Next:
   
   
   Create a blank report
   
   
   
3. Enter the Name and Description fields, select the number of columns for the report, and then click Next.
   
   To display dates in the Name and Description fields, use may the following variables: $now$, $today$, $lastday$, $thisweek$, $lastweek$, $thismonth$, $lastmonth$, $thisquarter$, $lastquarter$, $thisyear$, $lastyear$
   
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   Report details
   
   
   
4. Schedule Choose to either schedule the report : according to a predetermined time interval (by day, week or month ), then from the drop-down menu, or you can generate your report manually by choosing Ad-hoc. Then click OK.
   
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   Report scheduling
   
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   The ad-hoc report generation option
   
   
   
5. Your new report now appears in the Navigation Pane and you can click it and select Edit.
   
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   Opening a report
   
   
6. The blank report is now opens in Edit Mode. When a report is in Edit Mode, you can add widgets to it.
7. Click Add in the Top at the top of the Central Area Toolbar and select a widget to add to the report (for a complete list of available widgets, see the Reports Gallery).
   
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   Add widgets to a report
   
   
   
8. The following actions are available in the Top Toolbar while in Edit Mode or Static Mode:
   
   
   • Add - add widgets to the report.
   • Actions Menu
     • Remove All Widgets - Clears all widgets from the current report.
       
     • Refresh - refresh the report's settings.
     • Generate Report - create the report in real time.
     
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     Actions menu
     
   
   
   • Share Menu
     • Export to CSV - export the data to Microsoft Excel (see How to Export a Report to Excel).
       
     • Distribution List - send the report to a distribution list (see How to Set an Email Distribution List for a Scheduled Report).
       
   • Refresh - refresh the report's settings.
   • Delete All Widgets - remove all widgets from the report.
   • Generate Report - create the report in real time.
   Upon analyzing
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     Share menu
     
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     Filters menu
     
     
9. Upon designing the report, it is possible to create a static version with real time data (by selecting Generate Report) or to wait until the report is automatically generated according to the report scheduling. As long as there are no static versions for the report, it will be displayed in Edit Mode (if there are edit permissions for the current user) if it is selected from the Reports tree in the Navigation Pane. Otherwise, the latest static version will be displayed.
   
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   A Static Report
   The following actions are available in the Top Toolbar when the most recent report version  is displayed (static mode):
   
   
10. 
    Edit - change the report mode to Edit Mode in order for editing. Refresh - refresh the report settings. 
11. Export to PDF - export the report data to PDF for printing (see How to Export a Report to PDF). 
12. Export to CSV - export the report data to CSV file format (see How to Export a Report to Excel). 
13. Send To - send an Email with a link to the report  (see How to Send a Report via Email). 
14. Distribution List - send the report to a distribution list (see How to Set an Email Distribution List for a Scheduled Report). 
15. Create Web Part - create a web part for the report (see How to export a report to a Microsoft SharePoint Web Part). 
Regenerate Report - refresh the report data.
Static report - right click menu
Edit the time frame for a static report by clicking the Date Range link on the top right of the report.  Select the desired date range and time interval and clickclick OK.
Re-creation of the report with a newly selected date range

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Choose Date Range menu


16. To remove the report, including all previous versions right click the report and select Remove from the Navigation PaneDelete. To remove only the previous versions of the report, select Remove Delete Historical Data.
    The  The report's Historical Data refers to all prior versions which that are saved in the system. If a version exists for a selected date range, the actual original saved version is displayed, and no query is submitted to the database. This is in order to save system resources and shorten the waiting time for the reportspeed up report generation.
17. To modify the report properties (including report title, description, number of columns and scheduling type), click the report and select Properties on the Navigation Pane.
18. To view the report in a new window (without the CardioLog scheme) on the Navigation pane, click the report and select Browse. 
    
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    Report file menu