SimpleOne allows users to create reports using the Report Designer and directly from the data table.
Create from the list layout
List layout allow users to create report directly from the tables using its column as the grouping criteria.
Pie and bar charts are only available for this type of report creating.
To create a report from a table, follow the steps below:
- Navigate to the source table.
- Chose a table column as a data grouping criteria and right-click on it.
- Select one of the context options:
- Pie chart - to generate a pie report.
- Bar chart - to generate a bar chart.
- Export Excel - to export an excel document with datatable.
- 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.
- Click Save to apply changes.
Create with the Report Designer
Go to the Reports → Create a Report menu, and follow the steps below:
Set the Data.
- Select the Type.
- Configure the report options.
- Customize the Style.
To navigate through the Report Designer, use the Back and Next buttons, or simply click the tabs after filling in the mandatory fields.
Set the Data
- On the Data tab, fill in the mandatory fields:
- Report name - enter the desired name;
- Table - select the table you need.
- Click Next or the Type tab.
Select the Type
- On the Type tab, select a type of your report.
- Click Next or the Configure tab.
Configure the report
On the Configure tab, fill in the set option fields determined by the report type selected.
Use the Condition Builder to establish additional conditions for your report data filtering and grouping.(Optional) To add a report data to your report, activate the Add data tables checkbox.
This option is available for reports of the following types: Bar, Pie, Line, Trends.
(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. The aggragation settings make sense if the aggregation column keeps the numeric data.
Select a type of the numeric data aggregation with one of these options:
- Average - counts an average number of the column values.
- Count - counts a number of the column values.
- Count distinct - counts the number of unique values of the column.
- Sum - counts the sum of the numeric data values in this table column.
This option is available for reports of the following types: Bar, Pie, Gauge, Digits, Line, Pivot, Multilevel Pivot, Trends, Heatmap.
(Optional) Limit the number of data categories displayed in the report with the Groups limit option. Enter the number you want and set Show rest as other active, if you want to show the categories not included in the limit as the last group.
This option is available for reports of the following types: Bar, Pie, Line, Trends, Pivot, Multi Pivot, Heatmap.
- Click Refresh to generate a report.
To customize the report style, click Next or the Style tab.
- To save the report, click Save.
Customize the report Style
On the Style tab, configure the style options.
Each report type defines its own style settings.
- Click Refresh to apply the changes.
- Click Save to save the report.
Create different types of reports
Create a Bar Report
Bar Reports display data as vertical bars with lengths proportional to data values they represent. This report view is useful for deviding data into categories and comparing them. Stack or group bars to make the chart represenation visual and clear.
Create a Pie Report
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 particular data category.
Create a Gauge Report
Gauge Reports represent a single metric value from the table data by the gauge panel with dial on it. It is useful for assing the value criticality according to the allowable limits set.
Create a Digit Report
Make simple reports with digit representation of a single metric value. These charts are useful for monitoring the important parameters by clear visual presentation.
Create a Line Report
Line Reports represent data as line graph of points connected by segments and visualizing the metric data values. These chart are useful for comparing data per time periods (years, months, etc.).
Create a Pivot 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 is extremely useful for issues of comparasing, summarizing, and counting a large amount of data.
Create a Multilevel Pivot Report
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 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 Peport
Trend reports show the dynamics of data changes. The data is represented as columns over time periods what is useful for monitoring time parameters.
