--- title: Creating a PowerPoint Report (Basic Data Output) description: "How to create a simple PowerPoint report to output system data ## Accessing Reports Navigate to **Setup** by selecting the spanner at the bottom left. ![](https://support.symbiant.co.uk/wp-content/uploads/2022/05/SetupMode.webp) Select **Reports**, ![](https://support.symbiant.co.uk/wp-content/uploads/2022/05/Report-Setup-Menu.webp) Select the plus icon to create a new report, ![](https://support.symbiant.co.uk/wp-content/uploads/2022/05/Add-Stub-Option.webp) ## Report Details…" url: "https://support.symbiant.co.uk/kb/basic-powerpoint-report/" updated: "2022-08-19" category: Reporting Suite Tutorial --- # Creating a PowerPoint Report (Basic Data Output) How to create a simple PowerPoint report to output system data ## Accessing Reports Navigate to **Setup** by selecting the spanner at the bottom left. ![](https://support.symbiant.co.uk/wp-content/uploads/2022/05/SetupMode.webp) Select **Reports**, ![](https://support.symbiant.co.uk/wp-content/uploads/2022/05/Report-Setup-Menu.webp) Select the plus icon to create a new report, ![](https://support.symbiant.co.uk/wp-content/uploads/2022/05/Add-Stub-Option.webp) ## Report Details First select which **Module **we want the report to pull data from, for example, **Register Risks, Controls, Incidents, Workshops ****etc.** ![](https://support.symbiant.co.uk/wp-content/uploads/2022/05/Report-Register-Risks-Module-Selection.webp) Name the report, ![](https://support.symbiant.co.uk/wp-content/uploads/2022/05/Risk-Report-Naming.webp) ## Report Type Select the **Type** of report, in this example PowerPoint**(.pptx)** ![](https://support.symbiant.co.uk/wp-content/uploads/2022/05/Report-Type.webp) ## Report Assignment Next, we need to assign who can see/generate this report, you can select specific **Users, Roles and Divisions**, for our example we will allow Admin and Risk Admin users to access, ![](https://support.symbiant.co.uk/wp-content/uploads/2022/05/Risk-Report-Assignment.webp) ## Configuring the Report On the right-hand side, under **Preferences**, you can configure your report, ![](https://support.symbiant.co.uk/wp-content/uploads/2022/05/Report-Preferences.webp) ## Data Source Selection First, you need to configure a **Data Source**, there are three distinct types of **Data Sources**, For our example, we shall be using a **Graph-based** structure, ![](https://support.symbiant.co.uk/wp-content/uploads/2022/05/Report-Graph-Type.webp) **Graph - **Pulls a graph-based data structure with entity relationships and allows for the nested selection of attributes. **The most common use!** **Tabular - **Pulls a flat data structure, where each column represents one value, **(Like in excel)** **Audit - **Pulls an Audit data structure used to retrieve historical data about record change history. **Retracted - **Pulls a Retracted Record structure used to retrieve a list of any records within a module that were deleted (Archived) **Auth [Users] -** Pulls an entire list of all User details, Roles, Divisions etc. ## Configuring the Data Source Name the **Data Source**, and ensure a good naming convention here! In our example, as we are pulling the Risk Details we will just name it **RD,** Next, select the C**onfigure** option, ![](https://support.symbiant.co.uk/wp-content/uploads/2022/05/Configure-Data-Source-Risk-Details-Word.webp) The data source configuration screen shall be shown, here is a list of all attributes we could pull into our report, **Note: To make this easier to read select the Translate option at the top right!** ![](https://support.symbiant.co.uk/wp-content/uploads/2022/05/Report-Graph-Translation.webp) Next tick which attributes you want to have pulled into your report, drop downs and nested items such as the **Risk Register**, will need their **Root Attribute **and **Text **value selecting, ![](https://support.symbiant.co.uk/wp-content/uploads/2022/05/Graph-attribute-selection-Risk-Register.webp) Once you have finished selecting the attribute you want to use, select the **OK **at the bottom right, ![](https://support.symbiant.co.uk/wp-content/uploads/2022/06/Node-Popup-OK.webp) ## Tag Generation When attributes are selected within a **Data Source, Tags** get created, you need these for the PowerPoint template, to access these select, **Show Available Markers**, ![](https://support.symbiant.co.uk/wp-content/uploads/2022/05/Accessing-Report-Markers.webp) All the tags will be listed here, ![](https://support.symbiant.co.uk/wp-content/uploads/2022/05/Example-of-Risk-Markers.webp) ## Template Within PowerPoint, create a template, this can be in any design, layout and style you wish, ![](https://support.symbiant.co.uk/wp-content/uploads/2022/06/Powerpoint-report-no-markers.webp) Copy and paste the **Tags** generated by the system into your template, as shown below, ![](https://support.symbiant.co.uk/wp-content/uploads/2022/06/Powerpoint-Report-Markers.webp) ## Uploading the Template Once your template is created, navigate back to the system. Select the **Choose File** option and select your template, ![](https://support.symbiant.co.uk/wp-content/uploads/2022/05/Report-Template-Upload.webp) Now your template is uploaded, and the **Data Source**has been configured the report is ready! ![](https://support.symbiant.co.uk/wp-content/uploads/2022/06/Powerpoint-Report-Upload.webp) Save the report at the top right. ![](https://support.symbiant.co.uk/wp-content/uploads/2022/06/Add-New-Save.webp) ## Generating the Report Exit **Set Up **mode from the bottom left, ![](https://support.symbiant.co.uk/wp-content/uploads/2022/06/Exit-Setup.webp) Select **Reports**, ![](https://support.symbiant.co.uk/wp-content/uploads/2022/06/Report-Tab.webp) Find your report and select **Generate!** ![](https://support.symbiant.co.uk/wp-content/uploads/2022/06/Powerpoint-Report-Generate.webp) ## Report Output Your report should generate and the data will automatically be loaded in. ![](https://support.symbiant.co.uk/wp-content/uploads/2022/06/Powerpoint-Report-Ouput.webp)