Published at: 2026-09-17

Report quick start


Create a standard report from a predefined template, then add fields and filters for your business needs.

Before you begin

  • Confirm that you can access the required BI pages.
  • Select a business domain or template that matches your analysis goal.

Create your first report

  1. On the Reports page, select New Report.
  2. Select a business domain and predefined template for your Business Scenario.
  3. Confirm that the template contains the required objects and fields, then open the report designer.
Select a predefined report template
[!NOTE] Predefined report templates are organized by business domain. Creating all reports uses the latest system template. The action fails when an existing report category applies.

Complete the basic configuration

  1. Drag the fields that you want to display from the field panel.
  2. Add business filters in the Data Range.
  3. Preview the layout and results.
  4. Save the report, then view and use it from the report list.

Next steps

Verify the result

Confirm that the data, filters, and displayed results meet your analysis goal.
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