The first step in this wizard is to enter the following information:
Report name: the name of the report. If you enter the name of an existing report, an error message displays. Certain characters aren't allowed in report names, specifically "/", "\", ":", ".", "*", "?", "<", ">", "|", "!", the comma, and the double-quote; the computer will beep if you press any of these characters. You cannot go to the next step until you have entered a valid report name.
Folder: the folder this report belongs in. The default is the current folder in the Reports Explorer. You can select the desired folder by clicking the down arrow beside the folder name and choosing the folder in the list that appears. To expand a folder, click the + sign in front of the folder name; the + sign changes to a - sign. To collapse a folder, click the - sign in front of the folder name; the - sign changes to a + sign. To select the desired folder, either click it and click the down arrow again to close the list or double-click it.
Data group: the set of tables to report on. SalesLogix tables are divided into nine data groups: Marketing (tables for the Marketing bundle), Sales Orders (tables for the Sales Orders bundle), Sales Processes (tables for the Sales Processes bundle), System (base tables related to system information), Service (tables for the Service bundle), Support (tables for the Support bundle), Web Host (tables for the Web Host), QuoteWerks (QuoteWerks specific tables) and SalesLogix (all other tables). Only those data groups you have rights to appear. Choose "All" to select any tables for the report, regardless of module.
Comments: any comments entered here appear in the Reports Explorer when the report is selected.
