Create a Report

  1. Click Create on the Main Menu bar.
  2. Select Report from the menu. A list of available data sources displays.

    3. 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, see Data Sources/Views.

  1. Select the data source that you want to use for your report or graph/chart from the list.
  2. Click Next. The Report Layout page displays.

  1. Click the Add report name box and type the name for your report.
  1. Click the Select report type drop-down arrow.

  2. Click Report from the list of available report types.

  1. Click the Save in drop-down arrow and select one of the following:
    • An existing folder from the list where you want to save the report or graph/chart.
    • Add New Folder to create a new folder where your report or graph/chart will be saved. See Create a Folder.
    Type values in this box to filter and find the folder where your report or graph/chart will be saved.
  1. Do the following to work with the fields in list:

    • Select the desired filter to apply to the list of available fields. The available options are:
      • All Fields
      • Dimensions
      • Measures
      • Date
    • Start typing in the Searchitem box to begin searching for available fields.
    • Click Fields and Custom Fields to alternate between the tabs.
      • For more information on how to create and use Custom Fields, see Create and Use Custom Fields.
    • Click Expand All or Collapse All to view or hide all available options in order to easily narrow down on the desired field(s).
    • Drag and drop the fields to add to the report from the Fields list to the Layout section.

    Note: The elements in the Layout section change depending on the requirements of the Report Type you are creating.

  2. Click to add a filter. For more information, see Add a Filter.

    3. Note: You must add at least one filter.

  3. Optional: Click to add a pivot. For more information, see Add a Pivot.

  4. Optional: Click to view the available Report Settings options:
    • Show Subtotal: By default, None is selected which means the report will not display a subtotal:
      • First: A subtotal will display in the first column of your report.
      • All: A subtotal will display 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.
    Click Save to save your changes or Cancel to return to your Report Layout page.
  5. Optional: Click Preview to preview your report. Your report displays in View Mode.
    6. 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.

    The following message displays when a report or graph/chart takes too long to render:

    Click one of the following:

    • To send the report or graph/chart offline in an email.
    • To stop loading and abort the report or graph/chart.
    • To continue waiting and view the report or graph/chart.

  6. Click Save to open the Save context menu
  7. Select one of the available 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, see Email a Report.
    • 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.