About Reports

Last Updated: 06/28/2018 Introduced in Version:

Overview

Reports are entities that collect, filter, organize, and display data. Often, Reports are used to display data on Pages. You can use multiple Reports on a Page to create a dashboard with multiple perspectives on the same set of data. For more information on Pages, see [LINK].

Data can be displayed in many ways: for example, tables, matrices, summaries, or charts. Likewise, reportable data can be sourced from many place: for example the system, Flows, folders or integrated systems. It can also be filtered according to the source’s contents. Custom charts, matrices, summaries, grouping, and organization schemes can be configured in the Report Designer. Additional display and styling options can be configured within the Report Designer, the Page Designer, or at run time.

To create a new Report, navigate to a Designer Folder and click the Create Report button. To create a report from scratch, select the Create Report option, give the new report a name, and select Create to open the Report Designer

To create a new report, select Create Report from the Action Panel on the bottom of the page. Next choose your report template and select Create on the bottom right corner. You will now have the option to name your new report before the Report Designer is opened.

Elements of a Report

Every Report has elements that need to be configured for it to display the information you would like to see. 

 

Data Sources

A Data Source is where the Report retrieves the data. In other words, the Data Source defines what raw data the Report will use when it runs. One commonly used Data Source is the Folder Data Source. This Data Source returns information on all the existing Folders in a particular location (for example, in a specific Designer Folder). This Data Source will return information about like a Folder was created and by what user.

Your Report must have at least one Data Source and it can have more than one if you choose.

Filters

Once you configure a Data Source you will be able to configure Filters. Filters let you control what data can be displayed in the Report. For example, you can use an Administrator View Only filter to restrict data you don’t want non-administrators to see.

You can use more than one Filter or none at all.

Data Fields

Data Fields can be added by selecting Add, these fields are located in the blue data panel across the top of the report. Data Fields define which columns that you choose to display on your Report. The fields you choose are determined by your Data Source. The Report Designer is live, meaning as you add Data Fields you will see the data populate in the preview panel. You can add as many Data Fields as you want; however, too many fields may make your Report difficult to read.

Views

Views let you visually present your data in different ways. You can experiment with different Views to see which presents your data in the way you want. To see additional view options, first group your Report by a specific column.

Grouping tells your Report what Data Field is primary. To group by a particular field, hover over that field and select the grouping icon, simply undue the action by clicking the icon a second time. Once you group according to a certain field, additional View options become available to you.

 

 

 

Additional Resources