Click Create Document at the top of the page. The Create Document page is displayed.
Select Blank Document. The Document Editor opens in Design Mode.
Do one of the following:
From the Data menu, select Add Dataset.
Click the Add Dataset icon
on the Dataset Objects panel.
Note: If you have OLAP Services, be aware that the Dataset Objects panel contains all of the objects from the dataset report, regardless of whether they are displayed on the report. For example, even if a metric is in the Report Objects but not displayed on the grid, that metric is still listed as a Dataset Object.
The Select Dataset dialog box opens.
Browse to and select the dataset report to add to the document. You can type a name in the Find field to locate a specific report.
Click OK. The selected dataset and its objects are displayed in the Dataset Objects panel. Repeat steps 3-5 for each dataset you wish to include in the document.
Select and add the dataset objects to the appropriate sections in the document. For details and steps, see Adding and removing a dataset.
Add objects such as Grid/Graphs, shapes, text fields, panel stacks, and widgets to the document. For more information, see About adding text and data to documents.
Format the document and controls by applying colors, effects, borders, drop shadows, gradients, and more. See About formatting documents for more information.
Group and sort the data, as necessary.
For information on grouping, see Grouping records in a document.
For information sorting, see Sorting data in a document.
Add totals, if required. See About calculating totals and summary metrics in documents for more information.
Save the document. From the Home menu, select Save As.
Type a name for the document and click OK.