Skip to main content

Pentaho+ documentation has moved!

The new product documentation portal is here. Check it out now at


Hitachi Vantara Lumada and Pentaho Documentation

Create a report with Report Designer

Parent article
Perform the steps below to create a report using Report Designer:


  1. Start Report Designer. Go to Start Programs Pentaho Enterprise Edition Design Tools Report Designer.

    The Report Designer home page appears.
    NoteIf you would like to change the size of the layout bands to give yourself more area to work in without changing the dimensions of the published report, you can click and drag the percentage number in the upper left corner of the workspace. The default is 100%, but if you click and drag it diagonally toward the upper left or lower right corners, the view will zoom in or out. If you want to reset the view to 100%, double-click the upper left corner where the percentage shows.
  2. Click New Report in the Welcome dialog box.

    The design workspace appears.
  3. In the right pane, click the Data tab.

  4. For the purpose of this exercise, right-click Data Sets and choose JDBC. Alternatively, you can click the yellow database icon to display the JDBC Data Source dialog box.

    The JDBC Data Source dialog box appears.
  5. Under Connections, select SampleData (Hypersonic).

  6. Next to Available Queries, click the Plus Sign to add queries.

    JDBC Data Source dialog box Query 1 appears under Available Queries and the edit (pencil) icon is now available, as shown below.
  7. Click the editing icon (Edit).

    The SQL Query Designer window opens. The SQL Query Designer provides you with a graphical environment which allows you to work with the data even if you do not understand SQL, the standard programming language for retrieving content from databases.
  8. Select PUBLIC in the schema filter menu, and then double-click ORDERFACT so that the table appears in the workspace, as shown below.

    SQL Query Designer
  9. In the SQL Query Designer workspace, right-click ORDERFACT and choose deselect all, as shown below.

    Clear all, SQL Query Designer
  10. Now, select the ORDERNUMBER, QUANTITYORDERED, PRICEEACH, and ORDERDATE fields in the ORDERFACT table, as shown below.

    Orderfact fields
  11. Double-click PRODUCTS so that the table also appears in the workspace.

    Notice the line joining the ORDERFACT and PRODUCTS tables together.
  12. Clear all the PRODUCTS table fields, and then select just the PRODUCTNAME and PRODUCTLINE fields, as shown below.

    Products table
  13. For the purpose of this exercise, click the Syntax tab in the lower left portion of the SQL Query Designer workspace to display a simple SQL statement associated with the tables.

    Notice that PRODUCTCODE is the common field between the ORDERFACT and PRODUCTS tables, as highlighted below: Syntax tab
  14. Click OK in the syntax window to return to the JDBC Data Source dialog box.

    The SQL statement appears on the right under Query.
  15. Click OK in the JDBC Data Source dialog box.

    Query 1 fields The fields associated with your tables are now under Query 1, as shown below:


You are now ready to start designing your report.