AiM IQ – Create New

The gear wheel – for Query Settings, since you are hitting the live production data, set the row limit to 25 or lower

There are three places to put header information

By default the ..

 

There are four ways to add data columns for a report:
1 – drag and drop
2 – double click
3 – right click
4 – change to layout view and then put them in the columns list