Creating Reports

Creating Reports

Add a New Report

• Click Add New
• Give the Report a Name and Description
• Click OK

Copy a report by clicking 'Save As…'

Add Fields to Report

• Expand the view containing the fields you want to use in a report. There are several predefined groups to choose from
• Check the fields you want to include
• Click the Add Columns icon to add the fields to the report
• Fields can be renamed in the title section Selected Columns area
• When a report is created, changes are saved automatically
• Columns can also be added whit the [Add new column] link in the Selected Columns panel (See Figure 1 below) 

Figure 1

Field Options

• Rearrange columns by dragging and dropping
• Click the Up/Down arrows to sort
• Format numbers, dates, and times (See Figures 2 & 3 below) 

Figure 2

Figure 3

Aggregations

• Click the link Click to setup
• Toggle Enable Aggregation
• Check the fields for which you want an aggregate
  • The Green overlapping square icon indicates a group
    • If you group on a field, the aggregate will be applied to each unique instance. (See Figure 4 below) 
  • The Purple Epsilon offers a choice of aggregations. Some are only available for numeric fields. (See Figure 5below) 
    • Sum
    • Count
    • Distinct Count
    • Minimum
    • Average
    • Minimum
    • Maximum
  • Optionally toggle Show record count for groups and/or Show grand total (See Figure 6 below) 

Figure 4

Figure 5

Figure 6

Conditions

This is where you filter for the values you want to see.

• Click Add new condition
• Select or search for the field you want to filter by. Only add fields from the same group you added to the report (See Figure 7 below) 
• Choose the filter type. Options include:
  • Starts with
  • Contains
  • Is equal to
  • Is in list
  • Does not start with
  • Does not contain
  • Is not equal to
  • Is not in list
  • In sub query
  • Not in sub query (See Figure 8 below) 
• Conditions can be toggled off or on with the O icon on the far right (See Figure 9 below) 
• Conditions can be removed with the X icon on the far right
• Add as many filters as needed

Figure 7

Figure 8 

Figure 9

Results

• Click the Green arrows icon to refresh your results (See Figure 10 below) 
• Click the + icon to add a Chart or Pivot table. (See Figure 11 below) 
• Export results with the Green up arrow icon. (See Figure 12 below) 

        The export formats are

• CSV
• Excel
• HTML (Excel Compatible)
• PDF    

Figure 10

Figure 11

Figure 12