How do I create an Instant Report?

This article explains how to create a new Instant Report.

1. Navigate to the Analytics Reports Page

  1. On the navigation menu, select Reports to open the Business Intelligence Center.
  2. Click Analytics.

2. Select New Instant Report

3. Open Data Sources Menu

  1. Enter a data source name to search for a specific data source - OR -
  2. Click the + icon to expand the Uncategorized data sources, which includes all data sources on the EPM Live Reporting Database.

3.1. Open Data Sources Menu (prior to Analytics v6.8.07)

  1. Enter a data source name to search for a specific data source - OR -
  2. Click the + icon to expand the Uncategorized data sources, which includes all data sources on the EPM Live Reporting Database.

4. Select Data Source

Select the check box for the desired table.  

Note: Refer to the article that explains which reporting database tables contain what type of data: click here.

5. Select Fields

The fields are organized by their field type (ex: date fields, number fields, text fields, etc).

Select the check boxes for the desired fields to show in the report.

5.1. Lookup Fields

For any lookup field (including People lookup fields), two fields are created.  One is the text/display field that users see.  The other is an ID field, which is the unique identifier.  For the report, typically, you would choose the text field for the lookup field, rather than the ID.

Example: In the LSTIssues table, for the Project lookup field, there are two fields: ProjectText and ProjectID.  The ProjectText field shows the name of the project, whereas the ProjecID field shows the project's ID in the Project Center List (such as 1, 2, 3).

5.2. Drag Option

Rather than select the check box for a field, you may drag the field to the preview section.  By dragging, the field's check box will be selected.  

Note: Dragging doesn't always work.  You may be able to drag or not based on your browser.

6. Field Settings

Hover your mouse over a selected field for the field settings gear to appear.  Click the Settings Gear icon.

6.1. Edit the Field Settings

  1. Description: This is the internal field name.  If needed, change to the desired display name.
  2. Format: If applicable, select a format (applicable to date fields, number fields, etc.).
  3. Filter Operator: If desired, select a filter.  Refer to the filters articles for more information about configuring filters.
  4. Total: Select the check box to have a subtotal for this column/field at the bottom of the table.
  5. Visually Group (VG): Select the check box to visually group by this field.
  6. Label Justification: Click in the box to toggle between L (left), M (middle), and R (right) for the justification of the table header.
  7. Value Justification: Click in the box to toggle between L (left), M (middle), and R (right) for the justification of the table header.
  8. Column Preview
  9. When finished, click OK.

7. Design Report or View Report

  1. Refresh preview
  2. Add subtotals: This will add a total row and calculate the sum of all number fields in the report.
  3. Add a chart: This launches a chart editing module within the preview window.
  4. Design report: This launches the full report designer to edit the report further.
  5. Preview report: This launches the report view as-is.

7.1. Add Chart to Instant Report

When you select the Add Chart button, a mini chart editing module appears in the report preview.  

  1. Select the desired color scheme.
  2. Select the chart type (bar, column, pie, etc.).
  3. Chart settings options.
  4. Select Metrics drop down menu.

7.2. Design Report or View Report (prior to Analytics v6.8.07)

To continue to the full report designer, click Design report.  

To view the report as-is, click View report.

8. View Instant Report

The Instant Report is finished and can now be saved.  However, you may also continue to modify your report.

  1. To save your report, click the Save icon.
  2. To open the Report Designer, click the pencil/designer icon.
  3. To edit the field settings, click the Fields tab.
  4. To add a filter, with the Filters tab selected, click the + icon.

9. Save Report

  1. Click the Save icon.
  2. Enter the report name.
  3. Select an existing report category or create a new report category.
  4. When finished, click OK.

10. Edit Field Settings

  1. Select the Fields tab.
  2. To rearrange the order of the fields: select a field.  Then, click Up or Down.
  3. To edit the field settings: hover over a field to show the field settings gear.  Or, select the field  & click Field Properties.

10.1. Field Properties

Change the field properties as desired.  The Description may be changed on this screen.  Ex: StartDate updated to Start Date (space added in field title/description.

When finished, click OK.

Comments

0 comments

Please sign in to leave a comment.