The built-in report designer efficiently designs report templates. Generated report templates are saved in RDL format, a standard Microsoft report format.  

You may create a report template to streamline your design process. 

To design a new report, go to the Analytics > Reports page and click the Actions > Create menu option. 

The Create Report pop-up window appears for configuration. Provide a name for the report and select the checkbox to open the designer when the report is created. 

The report template opens in Designer View. The toolbox is on the left pane, the empty canvas is in the center, and the formatting options are in the right pane.

Let's create a report based on data tables, which requires configuring a Data Source and a Set. 

First, click the “+ Add” icon to create the Data Source. A pop-up is displayed for configuration. 

Configure the connection and authentication parameters. Click the “Connection String” button to enter the regular connection string. Click “Test Connection” to validate the settings, then select “Add” to save the changes. 

Click on the + (plus) icon to define a Data Set. A pop-up is displayed for configuration. 

Input the SQL query in the box provided. Click on the Validate button to verify the query.  Once the query is validated, click the OK button to apply the changes and close the window. The data set is now available to use within the Report Template.

Click the Data Sets - Edit button. The configuration is displayed in the pop-up window. You notice the bound fields indicating the field count available for the report. 

You can configure the filters to narrow the report to the desired amount. Here, the report is set to filter the result set by date range. Click the Ellipsis button to access "Reset, New parameter, and Expression” features.  

Navigate back to the design canvas. Select the table control from the toolbox and drag it to the top canvas. 

Select row #2 and right-click to choose the field from the drop-down list. The field is located in the first column with a suitable column header. Continue to arrange the remaining fields as columns in the table. You can also drag the column edges horizontally to resize the information as needed.  

Click on the (+) icon to select the table. Then, navigate to the Report > Switch Theme menu and choose any themes. The design is applied immediately. 

Click on the (+) icon to select the table. Then, select the font size required for the report. 

Click on the (+) icon to select the table. Then, choose the font type required for the report. 

Click the “Save” button to confirm the changes. Click the “Preview” button to view the report. 

To view the report, navigate to the View - Run Report menu option.  

The report is rendered in a new tab, as shown below.