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Pentaho Documentation

Workflow

To create a report in Report Designer, follow this process.

  1. Connect to a data source (database, usually, though you can also pull data from a flat file)
  2. Constrain the data with a query
  3. Arrange data elements in the Report Designer workspace
  4. Apply formatting and add extra graphical elements
  5. Create formulas or calculated fields using data retrieved from your query
  6. Publish the report, either to the Pentaho BA Server, or locally as a PDF or other supported file format

Your report will consist mostly of data retrieved from a database query that you will create through Report Design Wizard, SQL Query Designer, MQL Query Builder, or by hand. Once you have a dataset, you are able to further constrain it to show specific details, and then move on to report layout and design.