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descriptionSimpleOne allows users to create reports using the Report Designer and directly from the data table.

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 Excel - to export an excel document with datatable.



  4. You will see your chart Your report will open in the Report Designer view.
    Image Removed Customize your report data and style with the Report Designer tools in a way you need.

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  5. Click Save to apply changes.



Create with the Report Designer

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

  1. Set the Data.

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

To navigate through the Report Designer, use the Back and Next buttons, or simply click the tabs after filling in the mandatory fields.


Set the Data

Panel
titleFollow the steps below 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 below 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.

    Info
    Use the Condition Builder to establish additional conditions for your report data filtering and grouping.


  2. (Optional) To add a report data to your report, activate the Add data tables checkbox.

    Info

    This option is available for reports of the following types: Bar, Pie, Line, Trends.



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  3. (Optional) The data aggregation allows preparing the combined datasets for data processing according to the user needs. Select a type of the numeric data aggregation with one of these options:

    • Average - counts an average number of the column values. It makes sense if the aggregation column keeps the numeric data.
    • Count - counts a number of the column values.
    • Count distinct - counts the number of unique values of the column.
    • Sum - counts the summary of the numeric data values.
    Info

    This option is available for reports of the following types: Bar, Pie, Gauge, Digits, Line, Pivot, Multi Pivot, Trends, Heatmap.



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  4. (Optional)

    Info

    This option is available for reports of the following types: Bar, Pie, Line, Pivot, Multi Pivot, Heatmap.



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  5. Click Refresh to generate a report.

  6. To customize the report style, click Next or the Style tab.

  7. To save the report, click Save.




Customize the report Style

Panel

  1. On the Style tab, configure the style options. 

    Info

    Each report type defines its own style settings.


  2. Click Refresh to apply the changes.
  3. Click Save to save the report.

image2019-11-26_23-59-29.png





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