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.

To create a report using a query result set:

Run the query for which to generate a report. The Result Set page appears in the upper right pane.
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.
Click Query > Generate Report. opens.
In the Create Report window, navigate to the desired folder and select a report format to use.
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.
Click OK. The report appears in the right pane.