Create a Pivot Table

  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 Add report name box and type the name of your graph/chart.
  2. Click the Select report type drop-down arrow.

  1. Select Pivot 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.

    Note: 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 add fields to the report:

    • 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 Search item box to begin searching for available 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).
    • Optional: Click Custom Fields to create a custom field.

      • For more information on how to create and use Custom Fields, see Create and Use Custom Fields.

      Note: If you create a custom field, you must use it in your report. Otherwise, you will not be able to save the report.

    • 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.

    Note: 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. 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 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.