Step 1 - Create New Report
Click on the Create New Report button. This is where the creation process of a new report begins and will continue into the Field Selection Screen. This is the first step in creating or editing a report.
This screen is broken into two sections:
- Data Tables (which correspond to the modules in PRM)
- Field Selection
The user will note that the Display Fields, Selection Fields and Sort Fields are identified using different coloured heading bars (these fields are revisited through each step of the report). It is important to remember that each screen is revisiting and refining the criteria chosen on the Field Selection Screen.