---
agentTools:
  projectIndex: https://regscale.readme.io/llms.txt
---

# Building a Report

### 1. Access Report Builder

Administrators, Maintainers, and Managers can access Report Builder.

### 2. Create a New Report

* In the Navigation menu, select **Reports**.
* On the Reports listing page, select **Create New Report**.
* Enter a report name and select a chart type.

**Note:** Currently, only List View is supported. Additional chart types will be available soon.

* Click **Next** at the bottom of the page.

### 3. Configure Report Content

* Select a module from the **Modules** dropdown list.
* Choose display fields from the **Select Fields** dropdown list.
  * Selected fields appear in the **Display Fields** section, where you can remove fields or adjust their display order.
* A preview of the top 10 results based on your configuration displays on the right side of the Report Builder.

### 4. Add Filters (Optional)

* To add filters, click the + icon in the Filters section.
* You can configure multiple filters, which combine using the AND operator by default.

### 5. Customize Filter Logic (Optional)

* Use the filter logic setting to apply AND, OR, and parentheses to define filter behavior.\
  For example, type 1 AND (2 OR 3) to specify logic based on filter numbers.

### 6. Sort Fields (Optional)

* Select a field in the **Sort Fields** dropdown, then choose **Ascending** or **Descending** order.

### 7. Finalize and Save Report

* Click **Next** at the bottom of the page.
* Select **Save** in the top-right corner.
* Click **Generate Report** to view the complete report.