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Creating a Summary Report

To get started, we'll create a summary report that answers the question, “Which functional areas have the most new or open positions and in what region?” This report will include the title, hiring manager, location, and status of each position, as well as a pie chart that presents the data visually. As we do this, we'll skip over some of the more complicated reporting options so we can quickly create a report that fits our requirements. Our second example will then define a more complex matrix report that shows off some of the more advanced reporting features.

Because this report is going to use so many different reporting features, we'll break down the procedure into three parts:
  1. Creating a summary report
  2. Adding columns and filters
  3. Adding a chart