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description

Create from the Tables


You can create a chart out of any column, just clicking on its title. The reports generated in this way use t

Info

Pie and bar charts are only available for this type of report creating.


To create a report from a table, follow the steps below:

  1. Navigate to the source table.
  2. Chose a table column as a data grouping criteria and right-click on it.
  3. Select one of the context options:
    • Pie chart - to generate a pie report.
    • Bar chart - to generate a bar chart.
    • Export excetExcel - to export an excel document with datatable.
    In
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      You will see your chart in the Report Designer view.
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  4. Customize , customize your report data and style with the Report Designer tools in a way you need.
  5. Click Save to apply changes.

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Create with the Report Designer


Go to the Reports → Create a Report menu, and follow the steps below:

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Click Next or the tabs of the Report Designer to navigate. This navigation is only available after filling in the mandatory fields.

  1. Set the Data.

  2. Select the Type.
  3. Configure the report options.
  4. Customize the Style.

Set the Data

Panel
titleFollow the steps to set the data:
  1. On the Data tab, fill in the mandatory fields: 
    1. Report name - enter the desired name;
    2. Table - select the table you need.
  2. Click Next or the Type tab.


Select the Type

Panel
titleFollow the steps to set the report type
  1. On the Type tab, select a type of your report.
  2. Click Next or the Configure tab.


Configure the report

Panel
titleFollow the steps below to configure the report:
  1. On the Configure tab, fill in the set option fields determined by the report type selected.
  2. Click Refresh to generate a report.
  3. To customize the report style, click Next or the Style tab.
  4. To save the report, click Save.


Customize the report Style

Panel
  1. On the Style tab, configure the style options. Each report type defines its own style settings.
  2. Click Refresh to apply the changes.
  3. Click Save to save the report.
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Use the Condition Builder to establish additional conditions for your report data filtering and grouping.



Data Drilldown


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Report Types


Depending on the report Type selected, the set of configuration fields changes. To learn more, follow the links below.

Bar Reports


Column
width20%


Column

Bar Reports display data as vertical bars with lengths proportional to data values they represent. This report view is useful for deviding data into categories and comparing them. 

Create Bar Reports


Pie Reports


Column
width20%


Column

Pie reports display data in a circular graphic divided into slices. The whole graph represents the entire report data along with each slice proportionally displaying particular data category. 

Create Pie Reports


Gauge Reports


Column
width20%


Column

Gauge Reports represent a single metric value from the table data by the gauge panel with the arrow and dial on it.

Create Gauge Reports


Digit Reports


Column
width20%


Column

Make simple reports with digit representation of a single metric value.

Create Digits Reports


Line Reports


Column
width20%


Column

Line Reports represent data as line graph of points connected by segments and visualizing the metric data values.

Create Line Reports


Pivot Tables


Column
width20%


Column

Pivot Reports represent your data in a table view with aggregating, grouping and analyzing using two metrics as row and column for your chart. This report type is extremely useful for issues of comparasing, summarizing, and counting a large amount of data.

Create Pivot Reports


Trend Reports


Column
width20%


Column
Trend Reports display data as columns over time.
Create Trends Reports


Heatmap Reports


Column
width20%


Column

Heatmap Reports display your data as the intersection of two metrics in a table with colored cells. These cells contain data values visualized with color brightness.

Create Heatmap Reports



Multilevel Pivot Reports


Column
width20


Column

Pivot Reports represent your data in a table view with aggregating, grouping and analyzing using more than two metrics as columns and cells for your chart. This report type is extremely useful for issues of comparasing, summarizing, and counting a large amount of data.

Create Multilevel Pivot Reports



List Reports


Column
width20%


Column
List Reports display data in a list.




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