Reporting Reference Manual

http://www.cadfamily.com/a/CAD_CAID/Plant/Reporting-Reference-Manual_3682.html

You will usually have a library of report templates set up for you, but you can produce and
run a report template quickly by selecting Reports>Create, filling in the New Report
Template form to specify what you want to report on and then pressing Apply on the form,
which will run the report.
Note that this is the easiest way of testing a template that you are creating or modifying.
1.4 How to Use This Manual
Running a Report from a Saved Template summarises how to run a report from a saved
template, which you may already know about.
Creating and Running a Simple Report in Chapter Creating and Running a Simple Report is
a tutorial which works through the steps of creating a simple report template, running it and
saving it.