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
- On the Reports page, select New Report.
- Select a business domain and predefined template for your Business Scenario.
- Confirm that the template contains the required objects and fields, then open the report designer.

[!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
- Drag the fields that you want to display from the field panel.
- Add business filters in the Data Range.
- Preview the layout and results.
- Save the report, then view and use it from the report list.
Next steps
- For custom fields, groups, summaries, or calculated columns, see Create a standard report.
- For cross-tabulated summaries, see Create a crosstab report.
- For filtering, drill-down, and export, see View and use reports.
Verify the result
Confirm that the data, filters, and displayed results meet your analysis goal.