How to Create a New Tabular Report

Product Product Team

Created May 29, 2024

How to Create a New Tabular Report

22
    q

Log in to MyFrankCrum and launch Reports from the left hand navigation. Click on the tab: My Reports to create a new report.

11 Steps
1

Click on Create New +

Click on Create New +
2

Click Add Visual to get started. Visuals are each graphic or table that can be seen in the standard reports and can be used to assemble your own dashboard or report.

Click Add Visual to get started. Visuals are each graphic or table that can be seen in the standard reports and can be used to assemble your own dashboard or report.
3

Let's add New Visual

Let's add New Visual
4

Here we can see the data that is shared from MyFrankCrum. Click on Employee to build a report using employee related information.

Here we can see the data that is shared from MyFrankCrum. Click on Employee to build a report using employee related information.
5

A table is a traditional looking report (like an excel file).

A table is a traditional looking report (like an excel file).
6

Logi Composer creates some default filters, however we will be removing those and adding our own in these tutorials.

Logi Composer creates some default filters, however we will be removing those and adding our own in these tutorials.
7

Select None for the Time Bar. Our employee report will not be filtered by a date at this time.

Select None for the Time Bar. Our employee report will not be filtered by a date at this time.
8

Also remove the default Birth Date filter by clearing out the green '1' on the filters icon.

Also remove the default Birth Date filter by clearing out the green '1' on the filters icon.
9

Click on Birth Date (EDT) to remove the filter.

Click on Birth Date (EDT) to remove the filter.
10

Click on Apply

Click on Apply
11

Click the X icon to close the window. This removes all filters and we are ready to modify our employee report.

Click the X icon to close the window. This removes all filters and we are ready to modify our employee report.
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