SimpleOne allows creating reports using the Report Designer and directly from the data table.

Create report from list layout

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You can create a chart out of any column, just clicking on its title. The reports generated in this way use treport via list layout directly from the list view using a table column as the grouping criteria.

Info
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:

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

Create reports with

Report Designer

1. Navigate to the Reports → Create

1. New menu.

   1. Set the

   Data

   1. data.

   2. Select the
   Type
   1. type.
   2. Configure the
   report options
   1. data.
   2. Customize the
   Style.

1. 1. style.
2. Click Save to apply changes.

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Specify report data Specify report data

Specify report data

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select the type select the type

Specify report type

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Configure report data Configure report data

Configure report data

Panel
title Follow the steps below to configure the report:
On In the Configure tab, fill in the 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 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). (Optional) 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. Image Added (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: Average – counts an average number of the column values. Count – counts a number of entries. Count Distinct – counts the number of unique values of the column. Sum – counts the sum of the numeric data values in this table column. Info The Sum and Average settings make sense if the aggregation column keeps the numeric data. Info This option is available for reports of the following types: Bar, Pie, Gauge, Digits, Line, Trends, Pivot Ttable, Heatmap, Multilevel Pivot Table. Image Added (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 This option is available for reports of the following types: Bar, Pie, Line, Trends, Pivot Table, Multilevel Pivot Table, Heatmap. Image Added Click Refresh to generate a report. To customize the report style, click Click Next or the Style tab to customize the report style. To Click Save to save the report, click Save. Image Removed .

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Customize report style Customize report style

Customize

report

style

Report types

Create a Bar Report

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.

This report view is useful for dividing data into categories and comparing them.

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Create a Pie Report

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

This report view is useful to compare the proportions of individual values to the whole.

Create a Gauge Report

Gauge Reports represent a single metric value from the data via the gauge panel with a dial on it.

This report view is useful for evaluating the criticality according to the established limits set.

Create a Digit Report

Digit Reports provide a simple digit representation of a single metric value.

This report view is useful for monitoring the critical parameters by clear visual presentation.

Create a Line Report

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

This report view is useful for comparing data per time periods (years, months, etc.).

Create a Pivot Table Report

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 view is useful for issues of comparing, summarizing, and counting a large amount of data.

Create a Multilevel Pivot Table Report

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.

Create a List Report

List Reports represent table data in a list view.

Create a Heatmap Report

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 a Trend Report

Trend reports show the dynamics of data changes. The data is represented as columns over periods.

This report type is useful for monitoring time parameters.