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

Note

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

the

list layout

List layout allow users to create report directly from the tables using its You can create a report 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. In the Report Designer, customize Your report will open in the Report Designer view. Customize your report data and style with the Report Designer tools in a way you need.
    Image Removedin the tabs.
  5. Click Refresh to see the changes.

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  6. Click Save to apply changes.


Create reports with

the

Report Designer

Go
  1. Navigate to the Reports → Create
a Report menu, and follow the steps below:
  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. style.
  2. Click Save to apply changes.
Info

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

Set the Data


Anchor
Specify report data
Specify report data
Specify report data

Panel
titleFollow the steps below to set the data:
  1. On the Data tab, fill in the mandatory fields: 
    1. Report name - Name – enter the desired name;.
    2. Table - select – select the table you need.
  2. Click Next or the Type tab.

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Select the Type

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Anchor
select the type
select the type
Specify report type

Panel
titleFollow the steps below to set the report type:
  1. On In the Type tab, select a type of your report.
  2. Click Next or the Configure tab.

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Configure the report
  1. .

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Note

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

  1. Open the report you need to clone.
  2. In the hamburger menu on the report form, click Duplicate.
  3. Specify necessary data, including new type, for the newly created report.
  4. Click Save to save this report.


Anchor
Configure report data
Configure report data
Configure report data

Panel
titleFollow the steps below to configure the report:

  1. 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).


  2. (Optional) Activate the Add Data Table checkbox to add data in table format to your reportOptional) 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) Set the Aggregation typeType and select the Aggregation columnColumn of the source data. The data aggregation allows preparing the combined datasets for data processing according to the user needs. The aggragation settings make sense if the aggregation column keeps the numeric data.

    Available Aggregation Type Select a type of the numeric data aggregation with one of these options:

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

    • Sum 

      - counts

      – 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 , Trends, HeatmapTable.


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  4. (Optional) Limit the number of data categories displayed in the report with the Groups limitLimit option. It limits the amount number of categories specified by in the Group by setting field. Enter the number you want and set the Show rest Rest as otherOther 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, Multi Multilevel Pivot Table, Heatmap.

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  5. Click Refresh to generate a report.

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

  7. To Click Save to save the report, click Save.



Anchor
Customize

the report Style

report style
Customize report style
Customize report style

Panel

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

    Info

    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 Image Added and, in the window appeared, select the desired list view of the source table.

      Info

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

      Image Added

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

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Create different


Report types

of reports

Create a Bar Report

Bar Reports display categorized data as in vertical bars with lengths which length is proportional to the data values they represent. . Stack or group bars to make the chart representation visual and clear.

This report view is useful for deviding dividing data into categories and comparing them. Stack or group bars to make the chart represenation visual and clear.

Create a Pie Report

Pie reports 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.

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 table data by via the gauge panel with a dial on it. It

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

Create a Digit Report

Make simple reports with Digit Reports provide a simple digit representation of a single metric value. These charts are

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

Create a Line Report

Line Reports represent data as line a graph of points connected by segments a line and visualizing visualize the metric data values. These chart are  

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 type view is extremely useful  useful for issues of comparasingcomparing, 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 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 comparasingcomparing, 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 time periods what .

This report type is useful for monitoring time parameters.


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