Initial steps to building a new report - Data IQ®

In order to create a new report, you will need to have the Report_Publisher or TeleServices role.

1 - Log into the Data IQ® instance for the specific client
2 - Go to Explore and navigate to the Training Sandbox directory (sometimes just called Sandbox)

3 - If you don’t have a Project (folder) in the sandbox folder, create one using the New button. Give it the title “TTT-[your name]”.

4 - Within that folder, click New ‘Workbook’.

5 - Select the data source that you’ll be working with and click ‘ok’