Page History

The Report Designer can stop the report generating if the data amount is too large to display. Use the Condition Builder to limit the data sampling or try another type of report.

Pie and Bar charts are only available for this way of report creatingcreation.

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

1. On the Data tab, fill in the mandatory fields: 
   Name –
   • Name – enter the desired name.
   • Table – select the table you need.
   • Click Next or on the Type tab.

1. In the Type tab, select a type of your report.
2. Click Next or on the Configure tab.

Please note Note that changing the existing report type is not allowed. You can create a new record with similar data but of another type instead. To do this, complete the steps below:

1. Open the report you need to clonecopy.
2. In the hamburger menu on the report form, click Make a copy.
3. Specify the necessary data, including the new type, for the newly created report.
4. Click Save to save this reportapply changes.

1. In the Configure tab, fill in the fields determined by the report type selected. The reports of the Bars, Pies, Time Series, and Multidimensional category types have mandatory fields.

   Info
   Use the Condition Builder to establish additional conditions for your report data filtering and grouping. Click on the funnel icon icon to open it.

   
   

2. (Optionaloptional)  Activate the Activate the Add Data Table checkbox to add data in table format to your report.

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

   

3. (Optionaloptional) Set the Aggregation Type and select the Aggregation Column of the source data. The data aggregation allows you to prepare the combined datasets for data processing according to the user needs. 
   

   Info
   This option is available for reports of all types except List.

   Available Aggregation Type options:

   • Average – counts an average number of the column values.
   • Count – counts a – counts the number of entries.
   • Count Distinct – counts the number of unique values of the column.

   • Sum – counts – counts the sum of the numeric data values in of this table column.

     Info
     The Sum and Average settings make sense if the aggregation column keeps the numeric data.

.

1. In the Style tab, configure the report style options. 

   Info
   Each report type defines its own style settings.спи

   
   

   • (Optionaloptional) In the General panel, use the Drilldown List Layout option to configure the view of the data slice drilled down. Click on the magnifier icon icon  and and, in the appeared window appeared, select the desired list view of the source table.

     Info
     See Personal list layout if you want to configure the list view.

     

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