Creating New Advanced Reports

What are Advanced Reports?

The Administrators can create Advanced Reports as per the specific requirements of the organization using the Advanced Reports option available in the SummitAI application. Many Advanced Reports are available in the Application by default. For more information about list of Advanced Reports, see List of Advanced Reports.

Advanced Reports - Various Menus

The users can create new advanced reports using the following menus:

• Data Source: This menu allows the user to perform the following:
  • View, search, and select data sources to be used in a report
  • Set up and validate relationships between data sources in a report
• Design: This menu allows the users to perform the following:
  • View data source fields’ properties
  • Add report-level calculated fields
  • Define report filters based on data source fields
  • Add report parts to report body
  • Add data source fields to report
  • Configure formatting and calculation properties for data source fields in report
• Format: This menu allows the users to perform the following:
  • Layout and format report header and footer
  • Enter report title and description

For more information, see Formatting Reports section.

• Exporting: This menu allows the users to perform the following:
  • Make changes to report layout for exporting
  • Report preview

For more information, see Exporting Reports section.

• Schedule: This menu allows the users to perform the following:
  • Add, copy, and remove schedules
  • View scheduled deliveries

For more information, see Scheduling Reports section.

• Access: This menu allows the users to perform the following:
  • View and change report owner
  • View list of sharing
  • Add and remove sharing

For more information, see Report Access Permissions.

Creating Advanced Reports

To create new Advanced Reports:

1. Click Reports and select Advanced Reports. The following page is displayed:
   
   
   Figure: Reports Dashboard
   
   
2. To create a new report, click the add   icon besides the Reports tab.
3. The Data Source list is displayed.
4. Search and select the Data Sources to be used in a report from the Data Sources panel.
   
   
   Figure: Data Sources Selection
   
   
5. Enter the Report Name.
   
   
   Figure: Report Name
   
   
6. Click Design in the left menu to add report parts, add filters, and use the fields to create the report body.
   
   
   Figure: Report Design
   
   

7. Report Design: The Report Design includes following two sections:
   

    Adding Filters

   From the data sources, users can add report filters to select only the rows that they need.

   1. Click the Add Filter button and select the filter field from drop-down list.
   2. With the filter selected, the Filter Properties Panel is enabled.
   3. Users can configure the properties in Filter Properties and see the changes in the Preview pane.
      
      
      

      Figure: Report Design: Filter Selection

    Adding Report

   There are many ways to display data in a report. The built-in report parts include the following:

   • Chart (Bar Chart, Line Chart, Pie Chart, etc.)
     Chart is a built-in type of report part that displays data using graphical symbols, such as bars in a bar chart, lines in a line chart, or slices in a pie chart.

   • Form
     Form is a built-in type of report part that allows WYSIWYG editing in HTML.

   • Gauge
     Gauge is a built-in type of report part that displays data using a speedometer.

   • Grid (Horizontal, Vertical, Pivot)
     Grid is a built-in type of report part that displays data in a tabular format. It currently supports four different grid styles: Vertical, Horizontal, Pivot and Drill-down.

   • Map
     Map is a built-in type of report part that displays data on geographic maps, ranging from world map to continent and country maps.

   For more information about the various types of Reports, see Report Types.

8. Select Grid as the Report Part Type. 
9. Once you select your report part type, you are redirected to the Configuration Mode.
   
   
   Figure: Report Design: Filter and Report Part Selection
   
   
10. Type in the Title and Description for the report.

11. Click the  Add a field icon, the Field Selection window is displayed.
    
    

    Figure: Report Design: Field Selection

12. Add the required data source fields to the Columns and Separators field.

13. Click the Save button at the top-right of the page, the Save window is displayed.
    
    
    
    

14. Select the Category and Sub-category from drop-down list, and then click OK to save the report.
    
    

    Note:

    • Click the Delete icon in the configuration header to remove the report part.
    • Click the Switch to Preview Mode  icon in the configuration header to switch to preview mode.

Formatting Reports

The Format menu allows the users to add Report Header, Footer, Title, and Description.

To add Report Header and Footer:

1. Click Format in the left menu. The following page is displayed.
   
   
   Figure: Report Formatting: Report Header & Footer
   
   
2. Select Report Header & Footer check-box to display Report Header and Report Footer sections.
3. Click Add Item, the Add Item pop-up is displayed.
   
   
   Figure: Add Item
   
   
4. Select an item type from the drop-down list and click OK to close it.

5. Items properties are grouped in the following sections:

    General Info

   For an Image:

   • Type in the Item Name.
   • Type in the Image URL.

   For a Text item:

   • Type in the Item Name.
   • Type in the Item Value.

   For a Date Time, Page Number, Horizontal Rule, and Vertical Rule item:

   • Type in the Item Name.
    Item Formatting

   For Date Time and Page Number:

   • Choose a display Format

   For Text, Date Time and Page Number:

   • Choose a Font and Font Size.
   • Choose text effects bold, italic and underlined.
   • Set text color and cell color.
   • Choose text alignment left, center, right or justify.

   For Horizontal Rule and Vertical Rule:

   • Select a line pattern: Solid (default), Dot or Dash.
   • Select a line color.