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

8. 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.

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

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

    Figure: Report Design: Field Selection

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

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

15. 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.
   • Select the line thickness (in pixels).
6. Click Save at the top.

To add Report Title and Description:

1. Click Format in the left menu. The following page is displayed.
2. Select Report Title & Description check-box to display Report Title and Description sections.
   
   
   Figure: Report Formatting: Report Title & Description
   
   
3. Type in the Title and Description in the respective text boxes.

4. Click on  icon to open Format Properties box.

   Configure the properties in Item Formatting group:

   1. Choose a font face and font size.
   2. Choose text effects bold, italic and underlined.
   3. Set text color and cell color.
   4. Choose text alignment left, center, right, or justify.
      
      
      
      
5. Click Save.

Exporting Reports 

On this page you can preview the report that you designed and make changes to the report layout for exporting. The following table describes the fields on the Exporting page:

Scheduling Reports

The Schedule menu allows the users to add, copy, remove, and view schedules.

To add a Schedule:

1. Click Schedule in the left menu. The following page is displayed.
   
   
   Figure: Report Schedule
   
   
2. Click the Add Schedule to open the Add Schedule pop-up.
   
   
   Figure: Add Schedule pop-up
   
   
3. Type in the Instance Name for this schedule.
4. In Schedule tab:

   1. Select Scheduling Type:

      1. Scheduled Alert: delivered only if report has data at scheduled time.

      2. Scheduled Reporting Item: delivered regardless whether it has data or not at scheduled time.

   2. Select desired Time Zone.
   3. Select a Start Date.
   4. Select the Start Time (some common values can be quickly selected from the predefined list).
   5. Select a common Recurrence period from the list or select Custom Recurrence to define a different one.
5. In Delivery tab: Under the Delivery Type drop-down list, there are two types of delivery type is available:
   1. Email: to send the report to the email address of selected users.
   2. File Location: save the report as a file
      

   If Delivery Type is selected as Email

   1. Select Delivery Method: The available Delivery Methods are:

      1.  Link: email a Link

      2. Attachment: email an Attachment

      3. Embedded HTML: email an Embedded HTML.

   2. Click Add   icon to Add Recipient(s).

   3. Re-select values for report filters.
      
      
      Figure: Add Schedule: Delivery Type: Email

   If Delivery Type is selected as File Location

   1. Select Delivery Method as Send to disk.
   2. Select the Export File Type: PDF, Word, Excel, CSV, XML, or JSON from drop-down list.
   3. Re-select values for report filters.
      
      
      Figure: Add Schedule: Delivery Type: File Location
      
      
6. Click OK to close Add Schedule pop-up.
7. Click Save at the top to add a schedule.
   
   
   Figure: Schedule List
   
   

Report Access Permissions

The Access menu allows the user to add and remove sharing, view and change report owner, and view list of sharing

To add sharing:

1. Click Access in the left menu. The following page is displayed.
   
   
   Figure: Access: Add Sharing
   
   
2. Click Add Sharing to add a new row in the list. 
3. Select the type of people to share with: Everyone, Role or User.
4. For Role, click Select User  icon, the All Roles pop-up window is displayed.
5. Select the roles from the drop-down list and click OK to close Add Roles pop-up.
   
   
   Figure: All Roles
6. For User, click Select User  icon, the All Users pop-up window is displayed.
   
   
   Figure: All Users
   
   
7. Select either User Name, Email Address or Role to search for. Select All to search for all fields.
8. Type a partial name into the search box and click the search icon ().
9. Only matching users will be displayed.
10. Select one or more users then click OK to close the pop-up.
11. Select an Access Right from the drop-down list.

12. Click Save button at the top to save the access permissions.
    
    

    Note:

    The following guidelines should be followed while providing 'View Only' access to an individual report:

    1. When ‘View Only’ access is given for an individual report, the same report cannot be viewed by an end user/logged-in user.
    2. To give ‘View Only’ access to an individual report, it is mandatory for an end user/logged-in user to have access to the Parent Folder (Category and Sub-category)
    3. Whenever ‘View Only’ access is given to an individual report, Parent Folder (Category and Sub-category) access will not be provided by default. Parent Folder (Category and Sub-category) access has to be given manually.
    4. If ‘Full Access’ is given to an individual report then by default the Parent Folder (Category and Sub-category) access will be added to an end user/logged-in user. No manually access is required to be given.

View and Change Report Owner

The Report Owner is displayed next to the report name.

To change Report Owner:

1. Click the Select User   icon to open All Users pop-up.
   
   
   Figure: All Users
   
   
2. Select either User Name, Email Address or Role to search for. Select All to search for all fields.
3. Type a partial name into the search box and click the search icon ().
4. Only matching users will be displayed.
5. Select the user then click OK to close the pop-up.
6. Click Save button at the top to save the report together with the owner.

Different Types of Reports

Creating BI Dashboards

The Administrators can configure a dashboard to display the module-based tab-wise BI reports. The configured dashboard can be accessed from the Dashboard menu of the End User Dashboard page.  You can create BI Dashboards by using the Dashboards tab on the Advanced Reports page. However, we recommend using the BI DASHBOARD CONFIGURATION page for better user experience. For more information about creating BI Dashboards, see Configuring Dashboards.