Creating a report by using a query result set

You can create a report using a query result set.

Before you begin

To create a report, you must have a report format for the record type that you want to report against.

About this task

To create a report using a query result set:

Procedure

  1. Run the query for which to generate a report.
    The Result Set page appears in the upper right pane.
  2. If you want to include only specific rows of the result set in the report, select them:
    • To select multiple consecutive rows, press the Shift key while selecting.
    • To select multiple nonconsecutive rows, press the Ctrl key while selecting.
  3. Click Query > Generate Report.
    opens.
  4. In the Create Report window, navigate to the desired folder and select a report format to use.
  5. Specify which rows to include in the report:
    • To include only the rows that you selected in the result set, click Selected Rows in the Create Report with area
    • To include all rows in the result set, click All Rows.
  6. Click OK.
    The report appears in the right pane.