Creating Your First Report

Last Updated: 06/29/2018 Introduced in Version: 2.0

Reports are entities that collect, filter, organize, and display data. Data can be displayed in tables, matrices, summaries, or charts. Reportable data can be sourced from 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 click Ok to open the Report Designer

Example

The goal of this example is to:

  1. Display data for all of the folders inside the system.
  2. Display each folder’s Entity Name, Folder Type, and Nesting Level.
  3. Include a chart illustrating how many folders of each type exist.

In the portal, create a Designer Folder where the new report will reside.  Click the Actions drop down menu and select Add > Designer Folder. Name the new Designer Folder, select the Add At Root option, and click OK.

 

 

In the new Designer Folder click on the Report button.

 

In the New Report popup window, name the example report Folder Report, and click CREATE to open the Report Designer.

 

Under the Data Sources category, click Add.  Expand the Data Sources > Common > and select Folder Data Source. This directs the report to source the data it will use from the folders contained in the platform.

To add columns to the report go to the Data Fields column, click on the Add button, scroll down and click on the Entity Name item to highlight it. Then click the create button. This adds the Entity Name column to the workspace and makes each folder’s name a value that is displayed on the report.  

Complete the same steps for Folder Type Name and Nesting Level.

 

To group these results by the folder type, hover the mouse over the Folder Type Name column header.  A small icon of three squares will appear (Grouping icon). Click on the Grouping icon.  Grouping a report by a column allows a user to create a chart for the report.

Next, add a column chart to the report.  In the Views section, click Add > Charts > Columns.  If a column in the report is not grouped, the Charts category option will not be available.

In the Add Chart popup window, enter the title Column.  For Field, use the only available option Count(folder_type_name).  This generates a count of each folder type.  This will give the chart an x-axis of Folder Type Name, the same column that was just grouped, and a y-axis correlating to the number of folders belonging to each folder type.  To save these settings, select OK.  

 

Notice there is now a Column option available in the menu bar for the chart.

This completes the report.  Click on the Save Report link, then OK in the popup window, then close the Report Designer.  Back in the Designer Folder, run the report to see it in action. 

Select the Folder Report thumbnail and click the Action link.  In the resulting menu, select Run Report.

The report will open in a new window.  The report has a menu bar with several viewing options.  The default option is the data view.  In this view, a table of all the folders in the system is displayed.  The results are grouped by Folder Type Name, and each folder’s Entity Name, Folder Type Name, and Nesting Level is displayed in the appropriate column.

To see the chart created, click on the View mode: Charts option.  A column chart displaying the number of folders belonging to each type is displayed.  Hovering over each column provides and exact count for each. 

Clicking on a chart column will open a popup window that will present the folder count for each category and a list of these items by name.

Additional Resources