Report writing

BenMurrells

Hi all

I'm looking to build a summary of a reconciliation I've produced.  And it would be a great learning curve to have it on a company headed report I can output to pdf and have a sign off page etc.

This is probably a bit overkill but can someone point me in the correct report writing tool I should use.  I'm looking for something fairly basic like a header, brief narrative of what the document is followed by headline values and their comparison.

I may, then go on to have additional details with all of the discrepanices listed.

Thanks

davidskaife

Hey @BenMurrells 

It's worth having a look through this as well for some general pointers on using the Reporting tools and how they can all link together -  https://community.alteryx.com/t5/Interactive-Lessons/tkb-p/interactive-lessons/label-name/Reporting%20in%20Designer

for your specific query you can use:

• Report Header tool - to add image, headers etc to the top of the report
• Report Text tool - to add in any narrative you may want to include
• Table tool - to turn your data into the right format for reporting
• Render tool - to output your report in PDF

Don't forget you have the working examples for each tool as well which provides some detail on how they operate!

Hope this helps