Creating Advanced Reports - Exago

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Last updated: Apr 23, 2024 by Mayuresh Balaji Kamble (Unlicensed)Version comment
5 min read

What are Advanced Reports?

The Administrators can create Advanced Reports as per the specific requirements of the organization using the Exago Report option.

Note:

To view SUMMITAI Reports tile on the Reports page:

  1. Select Admin> Basic > Users > Role Template. The ROLE TEMPLATE page is displayed.
  2. Click Filters on the ACTIONS panel. The FILTERS pop-up page is displayed.
  3. Select the Domain from the drop-down list and click SUBMIT. A list of configured Role Templates for the selected Domain is displayed.
  4. Select the required ROLE TEMPLATE from the LIST. The ROLE TEMPLATE - MENU CONFIGURATION page is displayed. 
  5. Click REPORTS from under the MODULES section.

  6. Under the Admin menu, select the Edit and View check boxes of Exago Reports to provide the edit and view access.

     See Screenshot


    Figure: ROLE TEMPLATE - MENU CONFIGURATION page


To Create Detail Report:

  1. Click Reports and select SUMMITAI Reports. The following page is displayed.


    Figure: Home
  2. Click  icon and select Advanced Report.



  3. The New Report Wizard id displayed with following tabs:
    1. Name
    2. Categories
    3. Sorts
    4. Filters
    5. Layout
  4. Type in the report name in Enter the report name field and select the folder for the report in Select folder for report section.
  5. Type in the report description in Enter a description for the report field.


    Figure: New Report Wizard - Name tab

  6. Click Next. The Categories tab is displayed.
  7. In the Categories tab, select the data source which is required to build the report.
  8. To see what data fields are in a data source, click on a data source and then click the  information button.


    Figure: Categories tab -data source selection


    Figure: Data Source - data fields

  9. You can add a data source, either drag and drop it to the Category Name column, or select data source and click ( ) icon, or double-click the data source.



  10. To remove a data source, click the  delete icon.

  11. Click Next. The Sorts tab is displayed.

    Note:

    The Sorts details are not required for detail report.

  12. Click Next. The Filters tab is displayed.
  13. In the Filters Tab, create filters that will be used to filter the data when you run a report.


    Figure: New Report Wizard - Filters tab

  14. Use the  and  arrows to indicate the filter priority.
  15. To remove a filter, click the delete icon. 
  16. Set the operator (equal to, less than, one of, etc.) from the operator drop-down.
  17. Set the filter value by either entering it manually or selecting a value from the drop-down.
  18. Select AND With Next Filter to require that the selected filter and the one below it both evaluate to true.
  19. Choose OR With Next Filter to require that either be true.
  20. Click Next. The Layout tab is displayed.
  21. Select the fields required for the report.


    Figure: Figure: New Report Wizard - Layout tab

  22. You can add fields, either drag and drop it to the Data Field column, or select data source and click ( ) icon, or double-click the required field.
  23. Use the  and  arrows to indicate the filter priority.
  24. To remove a filter, click the delete icon. 
  25. Un-check the Page Header checkbox.
  26. Click Finish.



  27. Select the cells and click  Format Cells icon. The Format Cells pop-up is displayed.




    Figure: Format Cells

  28. Number tab: The Number Tab allows you to set the format of numbers and dates.
  29. Border tab: The Border Tab allows you to alter the width and color of the cell edges.
  30. Conditional tab: The Conditional Formatting Tab allows you to set or modify the format of a cell based on formula you create.
  31. Add the necessary formatting.
  32. Click Run Report. 


    Figure: Report

To Create Summary Report (Ex: Status-wise count of incidents):

  1. To create summary report, follow the steps 1 to 10.
  2. In the Sorts tab, specify which data fields will to determine the order of data on the report.


    Figure: New Report Wizard - Sorts tab

  3. Click Next. The Filters tab is displayed.
  4. In the Filters Tab, create filters that will be used to filter the data when you run a report.


    Figure: New Report Wizard - Filters tab

  5. Use the  and  arrows to indicate the filter priority.
  6. To remove a filter, click the delete icon. 
  7. Set the operator (equal to, less than, one of, etc.) from the operator drop-down.
  8. Set the filter value by either entering it manually or selecting a value from the drop-down.
  9. Select AND With Next Filter to require that the selected filter and the one below it both evaluate to true.
  10. Choose OR With Next Filter to require that either be true.
  11. Click Next. The Layout tab is displayed.
  12. Select the fields required for the report.


    Figure: New Report Wizard - Layout tab

  13. Click Finish. The report formatting section is displayed.
  14. To add Group Footer, select Detail >Add Section >Group Footer.  The Group Footers pop-up is displayed.




    Figure: Group Footers pop-up

    Note: The drop-down field lists the sort fields defined in the Sorts tab.

  15. Select the required field from the list and click Okay.
  16. Copy the Status and Ticket No columns details and past in Footer.



  17. Right Click on the Detail cell and select Delete Section.



  18. Click Ticket No cell, click Formula Editor icon. The Formula Editor is displayed.


    Figure: Formula Editor pop-up

  19. Add the necessary logic, formula, etc. and click Okay.
  20. Select the cells and click  Format Cells icon. The Format Cells pop-up is displayed.


    Figure: Format Cells pop-up

  21. Number tab: The Number Tab allows you to set the format of numbers and dates.
  22. Border tab: The Border Tab allows you to alter the width and color of the cell edges.
  23. Conditional tab: The Conditional Formatting Tab allows you to set or modify the format of a cell based on formula you create.
  24. Add the necessary formatting.
  25. Click Run Report. 



To Create Chart Report:

  1. To create summary report, follow the steps 1 to 10.
  2. In the Sorts tab, specify which data fields will to determine the order of data on the report.


    Figure: New Report Wizard - Sorts tab

  3. Click Next. The Filters tab is displayed.
  4. In the Filters Tab, create filters that will be used to filter the data when you run a report.


    Figure: New Report Wizard - Filters tab

  5. Use the  and  arrows to indicate the filter priority.
  6. To remove a filter, click the delete icon. 
  7. Set the operator (equal to, less than, one of, etc.) from the operator drop-down.
  8. Set the filter value by either entering it manually or selecting a value from the drop-down.
  9. Select AND With Next Filter to require that the selected filter and the one below it both evaluate to true.
  10. Choose OR With Next Filter to require that either be true.
  11. Click Next. The Layout tab is displayed.
  12. Select the fields required for the report.


    Figure: New Report Wizard - Layout tab

  13. Click Finish. The report formatting section is displayed.
  14. To add Group Footer, select Detail >Add Section >Group Footer.  The Group Footers pop-up is displayed.




    Figure: Group Footers pop-up

    Note: The drop-down field lists the sort fields defined in the Sorts tab.

  15. Select the required field from the list and click Okay.
  16. Copy the Status and Ticket No columns details and past in Footer.



  17. Right Click on the Detail cell and select Delete Section.
  18. To add Report Footer, Right click on either Page Header or Footer cell, and select Add Section > Report Footer.



  19. Select the Report footer cells and click Merge Cells.



  20. After merging the cells, cell height can be changed by right clicking the column next to Report footer.


  21. The Row Height pop-up is displayed.


    Figure: Row Height pop-up

  22. Type in the Row Height and Click Okay.



  23. To increase Column Width, select the cell a right click and select Column Width. The Column Width pop-up is displayed.


    Figure: Column Width pop-up

  24. Type in the Column Width and Click Okay.



  25. To insert chart, select the cell where you want to insert chart and click  Chart Wizard icon. The Chart Wizard is displayed.


    Figure: Chart Wizard pop-up - Type

  26. Select the required chart Type. Click Next.
  27. In Data section select the Data Labels and Series Values. Click Next.


    Figure: Chart Wizard pop-up - Data

  28. In Appearance section, select the style for the chart. Click Next.


    Figure: Chart Wizard pop-up -Appearance

  29. In Size and Preview section, preview the chart. Click Finish.


    Figure: Chart Wizard pop-up - Size and Preview
  30. The report format section is displayed.

  31. Click Run Report.