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If the amount of data is too large to display, this may prevent the Report Designer from generating reports. Use the condition builder to limit data sampling or try another type of report.

To navigate through the Report Designer, use the Back and Next buttons or select the subsequent tab after filling in the mandatory fields on the previous tab.

1. On the Data tab, fill in the fields: 
   • Name – enter the desired name.
   • Table – select the table you need.
2. To proceed to the next step, click Next or select the Type tab.

1. On the Type tab, select the type for your report.
2. To proceed to the next step, click Next or select the Configure tab.

Note that changing the selected report type is not allowed after the report is created. You can create a copy of the record using similar data but selecting another report type. To do thisso, complete the steps below:

1. Open the report you need to copy.
2. On the hamburger menu, click Make a copy.
3. Specify the necessary data for the new report, including the new type.
4. Click Save to apply the changes.

1. On 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 the funnel icon  to open it.

   
   

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

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

   

3. (optional) 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. 
   

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

   The available Aggregation Type options:

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

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

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

     
     

   
   

   
   
   

4. (optional) Limit the number of data categories displayed with the Groups Limit option. It limits the number of categories specified in the Group by field. Enter the number you want and select the Show Rest as Other checkbox to show the categories not included in the limit as the last group.

   Info
   This option is available for reports of all types except Gauge, Digits, and List.

   

5. Click Refresh to generate a report.

6. To proceed to the next step, click Next or on the Style tab.

7. Click Save to save the report.

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

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   Each report type defines its own style settings.

   
   

   • (optional) In the General panel, use the Drilldown List Layout option to configure the view of the data slice drilled down. Click the magnifier icon and, in the modal window, 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.

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