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Create a Report

You can create a variety of different reports in Upland Analytics ranging from the simple to the complex. Upland Analytics provides a simplified approach to creating a report or graph. The Report is a simple spreadsheet-like presentation of data.

1. Create Report

Access the Create Report modal by:

  1. Click the Create button on the Main Menu Bar.
  2. Then select Report from the menu.

2. Select your Data Source

  1. Select your data source from the list of available data sources to get started.
  2. Click Next to continue.
Note: Data sources in this step are provided for example only. Your Data Sources will depend on the modules licensed and the permissions granted. For more information click here.

3. Add a Report Title

  • Click on the Add report name box and type the name of your report.

4. Select a Report Type

  1. Click the arrow button next to Select report type.
  2. Select Report from the list of available report types to get started.

5. Select a Folder

  1. Click the Save In arrow to view and select an available folder where your graph will be saved.
  2. Do one of the following to make your selection:
    • Choose or create folder: Enter values in this box to filter and find the folder where your graph will be saved.
    • Click the arrow and select Add New Folder to create a new folder where your graph will be saved. See Create a Folder below.

  1. In the Folder Name box, type your new folder name.
  2. Select the desired Parent Folder from the list.
  3. Select your Folder Visibility:
    • Public: By default, this option is selected. This option allows your folder to be viewed by all users.
    • Private: This option will allow you to hide your folder from other users.
    • Share: This option allows you to set your folder to be viewed by specific user(s).
  4. Click Create to create your new folder or Cancel to return to the previous page.

6. Filter or Search for Data Fields

  1. Select the desired Filter to apply to the list of available Fields. The available options are:
    • All Fields
    • Dimensions
    • Measures
    • Date
  2. Start typing in the Search item box to begin searching for available Fields.
  3. You can alternate between Fields and Custom Fields by clicking on either one of the tabs.
    Tip: For more information on how to create and use Custom Fields please refer to: Create and Use Custom Fields
  4. Click Expand All or Collapse All to view or hide all available options in order to easily narrow down on the desired field(s).

7. Add a Filter (Optional)

  1. Click the Ellipsis button of a Field added to Data Points, Data or Group By sections.
  2. Select Filter Options from the context menu.
Note: For more information on how to create a Filter please refer to this article: Add Filter(s) in a Report

8. Add a Pivot (Optional)

  1. Click the Ellipsis button of the Field(s) added.
  2. Select Pivot Measure from the context menu.

  1. Begin typing the Alias name of your column in the Column Name box .
  2. Select one of the following:
    • Multi Column: By default, Multi Column is selected. Presents your pivot value within multiple columns.
    • Single Column: Presents your pivot value in one column.
  3. Click or type the desired Pivot on Dimension.
  4. Click or type the desired measure.
  5. Click or type the desired Group By.
  6. Click the Add button to add a new Pivot option.
  7. Click Apply to save your changes and return to the previous page. Alternately you can Cancel your changes and return to previous page.

9. Report Builder Settings

  1. Click on the Settings button to view the available Report Builder Settings options:
    • Show Subtotal: By default, None is selected which means the report will not display a subtotal. If you select First, a subtotal will appear in the first column of your report. If you select All, a subtotal will appear for every numerical column of your report.
    • Show Total: By default, Yes is selected. If you select No, a total will not be displayed in your report.
  2. Click Save to save your changes or Cancel to return to your Report edit page.

10. Preview Report

  • Click the Preview button to preview your report.
Note: You can Preview your report at any time by clicking on the Preview button. No Data Available displays when there is no data retrieved/found.
Note: The following message displays when a report takes too long to render:

Click one of the following:

  • To abort the report.
  • To send the report offline.
  • To continue and view the report.

11. Save Report

  1. Click Save to open the Save context menu
  2. Choose one of the available Save options:
    • Save: Selecting this option will save the report without exiting the report edit page.
    • Save as copy: Selecting this option will save a copy of the report. You will need to rename the report in the Navigation Menu.
    • Save & Close: Selecting this option will save the report and close the report edit page. The report will then run.
    • Save & send by email: Selecting this option will save the report and close the report edit page. A modal window will then give you the options to send the report. For more information refer to Email a Graph/Chart.
    • Save & Create new: Selecting this option will save the report and close the report edit page giving you the option to create a new report.

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