Create a Simple (Undimensioned) Report

NOTE:  The format of the Report Editor is slightly different in Version 3.

1. Access New > Report

Access New > Report
  1. Input a meaningful Name
  2. Select Standard Report
  3. Choose the Reported interval
  4. Optionally, select a Category

Next: Define Report

2. Provide Basic Information for your Report

Be sure to specify the following when entering information into the above page:

  1. Provide an appropriate Measurement Interval - normally, this is the same as the frequency with which your report will update
  2. Note that the Name for your report is automatically defaulted. If the defaulted name is not sufficiently descriptive, you can specify a different name (In this example, we have changed the name)
  3. Optionally, assign the report to a Category to indicate where you would like your report to appear in the Home Page

Navigate to the Data tab

3. Specify how to collect your data

  1. Specify which Data Source will be used to source your data
  2. Specify the trigger that will be used to collect the data for your report (Data collection schedule)
  3. Provide a fetch command (SQL Statement in the example above) for collecting data

Click [Show data]

4. Review result set displayed below

  1. Review the Sample result set.
  2. Select whether or not the Report should be saved as a Snapshot (see What is a Snapshot Report)
  3. Select the date-time value to be used as the effective date value for the report. This value is only applicable to reports with saved historical instance. New Time Command values may be added from drop-down as needed
  4. If you want the complete result set shown in the report (without pivoting the data), set Save as system table to 'Yes'
  5. If you want to have a charting interval drop-down in your report ('Last 6 Months', 'Last Year', etc...), specify the date column that should be used to drive this control in Include date filter based on from the available choices in the drop-down

Once you confirm that the Sample result set contains the expected data, Save the report.

5. Modify Data Column Display Attributes

Upon successful Save, a Report Columns section will appear in the editor below the Sample result set.  You can click into the Report Columns to change their following defaulted attributes:

  1. Display Name
  2. Identify whether a numeric column is to be shown with a Currency mask
  3. Identify a specific Display Format Mask for date and numeric columns
  4. Add a Description if needed
  5. Indicate if Results are to be displayed
  6. Check if Totals desired for numeric fields
  7. Use arrows to alter position of data

6. Open 'Report Content' tab

  1. If you want to pivot your data for display or charting, click on the + Pivot button and follow the instructions below
  2. To Chart the data that you have collected, click on the + Chart button
  3. To embed external charts in report use + External Visualization button

See the following Articles for details:

7. Review and modify the remaining 3 tabs

Alter any defaults applied to customize the delivery, associations, etc for your report

8. Publish Your Report

Once you have added the desired Pivot Table(s) and Chart(s) to your report:

  1. Click on the Enable and publish button
  2. If you want your report to be visible as a Tile on the Home Page, check the On Homepage check-box

9. Report is displayed in Viewer