--- title: "Design" slug: "design" tags: ["Report wizard", "Report Designer"] updated: 2025-05-27T08:35:05Z published: 2025-05-27T08:35:05Z canonical: "help.symphonysummitai.com/design" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.symphonysummitai.com/llms.txt > Use this file to discover all available pages before exploring further. # Design In Apex, report canvas allows you to design reports as per the organizational needs. Multiple controls can be dragged and dropped on the canvas and bind data to them to configure reports. ## New Report via Wizard On the **Design** tab, Application Designer can add the data source and drag and drop the controls to design the report. Different data sources, charts, etc. exist to configure the report. The report wizard allows you to create reports. To create the reports from the wizard, perform the following steps: 1. Navigate to **Design** the new report page. Click the Menu ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1699267162383.png?sv=2026-02-06&spr=https&st=2026-11-06T13%3A55%3A24Z&se=2026-11-06T14%3A55%3A24Z&sr=c&sp=r&sig=LbL97Rgl7dZHEIECOA3t305IyXphtRM%2FgqOlqdfEjNI%3D)icon. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1748334688116.png?sv=2026-02-06&spr=https&st=2026-11-06T13%3A55%3A24Z&se=2026-11-06T14%3A55%3A24Z&sr=c&sp=r&sig=LbL97Rgl7dZHEIECOA3t305IyXphtRM%2FgqOlqdfEjNI%3D)Figure: Report canvas 2. Click **New** **via** **Wizard** to create the report. 3. Select the required **Report** **type** from the list. Click **Next**. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1699268068579.png?sv=2026-02-06&spr=https&st=2026-11-06T13%3A55%3A24Z&se=2026-11-06T14%3A55%3A24Z&sr=c&sp=r&sig=LbL97Rgl7dZHEIECOA3t305IyXphtRM%2FgqOlqdfEjNI%3D)Figure: Report Type This table explains the types of reports:  | **Field** | **Description** | | --- | --- | | Empty Report | You can create a blank report that does not have any data source. This option helps you to create a report from the start. | | Table Report | You can create a table and then bind it to the report. | | Vertical Report | You can create a vertical table and then bind it to the report. | | Label Report | You can create label reports such as a badge, business card and other label types. | 4. On this page, select the data source. Click **Next**. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1699268926427.png?sv=2026-02-06&spr=https&st=2026-11-06T13%3A55%3A24Z&se=2026-11-06T14%3A55%3A24Z&sr=c&sp=r&sig=LbL97Rgl7dZHEIECOA3t305IyXphtRM%2FgqOlqdfEjNI%3D)Figure: Data Source 5. On this page, **Specify the Data Source Settings**. You can choose a data connection and select predefined queries and/or create custom queries. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1712198164107.png?sv=2026-02-06&spr=https&st=2026-11-06T13%3A55%3A24Z&se=2026-11-06T14%3A55%3A24Z&sr=c&sp=r&sig=LbL97Rgl7dZHEIECOA3t305IyXphtRM%2FgqOlqdfEjNI%3D)Figure: Specify data source settings 6. Select a view tables, views or stored procedures to add to the report and click **Next**. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1712198301450.png?sv=2026-02-06&spr=https&st=2026-11-06T13%3A55%3A24Z&se=2026-11-06T14%3A55%3A24Z&sr=c&sp=r&sig=LbL97Rgl7dZHEIECOA3t305IyXphtRM%2FgqOlqdfEjNI%3D)Figure: Choose view 7. Select a query for the report and its details. Select data fields to display in the report. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1712198495610.png?sv=2026-02-06&spr=https&st=2026-11-06T13%3A55%3A24Z&se=2026-11-06T14%3A55%3A24Z&sr=c&sp=r&sig=LbL97Rgl7dZHEIECOA3t305IyXphtRM%2FgqOlqdfEjNI%3D)Figure: Query and data 8. Click **Next**. 9. Specify the page settings. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1712198772201.png?sv=2026-02-06&spr=https&st=2026-11-06T13%3A55%3A24Z&se=2026-11-06T14%3A55%3A24Z&sr=c&sp=r&sig=LbL97Rgl7dZHEIECOA3t305IyXphtRM%2FgqOlqdfEjNI%3D)Figure: Page settings 10. Click **Finish** after entering the details. The controls must be bound to the data source. To know more about the data binding, refer to [Bind Data](https://help.symphonysummitai.com/summit-platform/docs/bind-data). ### Specify Page Settings The fields available on the page settings are explained in the following table. | **Field** | **Description** | | --- | --- | | Size | Specify the size of the page. You can select the size from the list of dropdowns. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1712199846436.png?sv=2026-02-06&spr=https&st=2026-11-06T13%3A55%3A24Z&se=2026-11-06T14%3A55%3A24Z&sr=c&sp=r&sig=LbL97Rgl7dZHEIECOA3t305IyXphtRM%2FgqOlqdfEjNI%3D)Figure: Size | | Unit | Specify the unit of the page size. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1712199936680.png?sv=2026-02-06&spr=https&st=2026-11-06T13%3A55%3A24Z&se=2026-11-06T14%3A55%3A24Z&sr=c&sp=r&sig=LbL97Rgl7dZHEIECOA3t305IyXphtRM%2FgqOlqdfEjNI%3D)Figure: Unit | | Orientation | Specify the orientation of the page. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1712200046486.png?sv=2026-02-06&spr=https&st=2026-11-06T13%3A55%3A24Z&se=2026-11-06T14%3A55%3A24Z&sr=c&sp=r&sig=LbL97Rgl7dZHEIECOA3t305IyXphtRM%2FgqOlqdfEjNI%3D)Figure: Orientation | | Width | Specify the width of the page. | | Height | Specify the height of the page. | | Page Margins | Specify the margin of the page. You can set the margins for left, top, right, and bottom. | | Color Scheme | You can choose colors for the report. Click Custom to customize the color scheme. | After selecting the data source, the report canvas page is displayed to know more about the elements used to design the report, refer to [Report Elements](https://help.symphonysummitai.com/summit-platform/docs/reportelements).