SimpleOne allows creating reports using the Report Designer and directly from the data table.
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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. |
Create report from list layout
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 ta report via list layout directly from the list view using a table column as the grouping criteria.
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Pie and bar Bar charts are only available for this type way of report creating. |
To create a report from a table, follow the steps below:
- Navigate to the source table you need.
- Chose a Click on the table column as , which will be a data grouping criteria and right-click on it.
- Select one of the context options:
- Pie chart - to Chart – to generate a pie report.
- Bar chart - Chart – to generate a bar chartreport.
Export excet - to export an excel document with datatable.
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- In the the Report Designer, customize your report in a way you need.data and style in the tabs.
- Click Refresh to see the changes.
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- Click Save to apply changes.
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Create reports with
the Report Designer
Go
- Navigate to the Reports → Create
a Report menu, and follow the steps below: Info |
Click Next or the tabs of the Report Designer to navigate. This navigation is only available after filling in the mandatory fields- New menu.
Set the
Datadata.
- Select the
Type- type.
- Configure the
report options- data.
- Customize the
Style.
Set the Data- style.
- Click Save to apply changes.
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To navigate through the Report Designer, use the Back and Next buttons or click on the tabs after filling in the mandatory fields. |
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| Specify report data |
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| Specify report data |
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Specify report data Panel |
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title | Follow the steps below to set the data: |
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- On the Data tab, fill in the mandatory fields:
- Report name - Name – enter the desired name;.
- Table - select – select the table you need.
- Click Next or the Type tab.
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| select the type |
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| select the type |
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Specify report type Panel |
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title | Select the Type | Follow the steps below to set the report type: |
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- In On the Type tab, select a type of your report.
- Click Next or the Configure tab.
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Note that changing existing report type is not allowed. You can create new record with similar data but of another type instead. Image Removed
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On For this, please complete the steps below: - Open the report you need to clone.
- In the hamburger menu on the report form, click Duplicate.
- Specify necessary data, including new type, for the newly created report.
- Click Save to save this report.
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| Configure report data |
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| Configure report data |
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Configure report data Panel |
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title | Follow the steps below to configure the report: |
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In the Configure tab, fill in the
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set option fields determined by the report type selected. The reports of the Bars, Pies, Time Series, and Multidimensional category types have mandatory fields. Info |
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- Use the Condition Builder to establish additional conditions for your report data filtering and grouping. Click the funnel icon
Image Added to open it. - Reports do not support the use of the Journal Input fields (the Additinal comments and Work notes fields).
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(Optional) Activate the Add Data Table checkbox to add data in table format to your report. Info |
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This option is available for reports of the following types: Bar, Pie, Line, Trends. |
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(Optional) Set the Aggregation Type and select the Aggregation Column of the source data. The data aggregation allows preparing the combined datasets for data processing according to the user needs.
Available Aggregation Type options: Info |
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This option is available for reports of the following types: Bar, Pie, Gauge, Digits, Line, Trends, Pivot Ttable, Heatmap, Multilevel Pivot Table. |
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(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 set the Show Rest as Other checkbox active, if you want to show the categories not included in the limit as the last group. Info |
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This option is available for reports of the following types: Bar, Pie, Line, Trends, Pivot Table, Multilevel Pivot Table, Heatmap. |
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- Click Refresh to generate a report.
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To customize the report style, click To - Click Save to save the report
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, click Save
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| Customize report style |
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| Customize report style |
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Customize the report
Stylestyle
On In the Style tab, configure the style options. Info |
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Each report type defines its own style settings. |
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Click Refresh to apply the changes.Click Save to save the report. Info |
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Use the Condition Builder to establish additional conditions for your report data filtering and grouping. |
Image RemovedReport Types
Depending on the report Type selected, the set of configuration fields changes. To learn more, follow the links below.
Bar Reports
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(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 Image Added and, in the window appeared, select the desired list view of the source table. Image Added
- Click Refresh to apply the changes.
- Click Save to save the report.
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Report types
Bar Reports display categorized data in vertical bars which length is proportional to the data values. Stack or group bars to make the chart representation visual and clear.
Bar Reports display data as vertical bars with lengths proportional to data values they represent. This report view is useful for
deviding dividing data into categories and comparing them.
Bar ReportsPie Reports
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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 a particular data category.
Create Pie Reports
Gauge Reports
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This report view is useful to compare the proportions of individual values to the whole.
columnGauge Reports represent a single metric value from the
table data
by via the gauge panel with
the arrow and a dial on it.
This report view is useful for evaluating the criticality according to the established limits set.
Gauge ReportsDigit Reports
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Make simple reports with provide a simple digit representation of a single metric value.
This report view is useful for monitoring the critical parameters by clear visual presentation.
Digits Reports Reports Column |
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Line Reports represent data as
line a graph of points connected by
segments a line and
visualizing visualize the metric data values.
This report view is useful for comparing data per time periods (years, months, etc.).
Line ReportsPivot Tables
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columnPivot 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 view is
extremely useful useful for issues of
comparasingcomparing, summarizing, and counting a large amount of data.
ReportsTrend Reports
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Heatmap Reports Column |
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Pivot Tables Reports represent your data in a table view. The data is aggregated, grouped, and analyzed basing on two metrics (as row and column).
This report view is extremely useful for issues of comparing, summarizing, and counting a large amount of data.
List Reports represent table data in a list view.
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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.
Heatmap ReportsMultilevel Pivot Reports
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Trend reports show the dynamics of data changes. The data is represented as columns over periods.
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
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List Reports display data in a list. |
monitoring time parameters.