> For the complete documentation index, see [llms.txt](https://knowledge.out-smart.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://knowledge.out-smart.com/backoffice/backoffice/reports/create-a-report.md).

# Create a report

Build a new report by choosing an entity, columns, criteria, and sorting.

## Create a report

### Introduction

This is the basic flow for building a report from scratch.

### Detailed explanation

A report starts with a **name** and a **primary entity**. The entity defines the report subject. Then add columns, optional criteria, and sorting.

### Step-by-step guide

{% stepper %}
{% step %}

#### Open the report editor

Go to **Reports** and click **Create report**.
{% endstep %}

{% step %}

#### Name the report

Enter a **name**. Description and file name are optional.
{% endstep %}

{% step %}

#### Choose the primary entity

Select the main subject, such as **Work orders**, **Hours**, or **Invoices**.

Add a **secondary entity** if you need related data. For example, add hours to work orders.
{% endstep %}

{% step %}

#### Add columns

Select the columns you want to see. Search, add several at once, and drag them into order.
{% endstep %}

{% step %}

#### Set the criteria (optional)

Open the criteria editor to limit which records appear. See [Configure report criteria](/backoffice/backoffice/reports/configure-report-criteria.md).
{% endstep %}

{% step %}

#### Set the sorting

Choose a sort column and direction. A secondary sort is optional.
{% endstep %}

{% step %}

#### Preview and save

Use **Preview** to check the result. Select **Save**, then use **Download** to export an Excel file.
{% endstep %}
{% endstepper %}

### FAQ

<details>

<summary>Can I duplicate a report instead of starting over?</summary>

Yes. Use **Duplicate** to copy an existing report. Adjust the copy without changing the original.

</details>

<details>

<summary>Where do saved reports go?</summary>

They stay in the **Reports** overview. You can reopen, edit, and download them anytime.

</details>

### References

* [Configure report criteria](/backoffice/backoffice/reports/configure-report-criteria.md)
* [Choose and arrange report columns](/backoffice/backoffice/reports/choose-and-arrange-report-columns.md)


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