Build the view on the database or through the Smart Reporting view builder. Test frequently during the build process for validity and reliability of inferred SQL.

During implementation, create an entity relationship diagram for the underlying database structure of your view. This includes selecting the appropriate tables and columns of the source database and the joins by which they are linked.

Define the fields. Select columns from your source system tables and organize these fields into categories. These are the fields that you have identified from an analysis of user reporting needs. To enhance user reporting capabilities and optimize query performance, create additional calculated fields and filters.