Reports

Design insightful reports and dashboards with the inbuilt reports designer which uses different visualization options to process data according to a specific view. 

 

To create a Report:

  1. Go to the “Analytics” tab and click on Reports. Reports
  2. To see existing reports from the specific section or recently viewed reports, click on the left panel.
  3. To create a new report, click on the report designer on the top right.Reports
  4. Fill the Title, Section, and Description of the report and click on “Proceed to Design”
  5.  On the next page, you will see a drop-down menu on the left side to select the entity on which you want to create a report. Click on the “+Add Fields” link to select fields that you want in your final report. You can edit their labels, styling, and visibility. You can also click on the “+add filters” link to narrow down your report.
  6. Click on the “Proceed to Visualisation” option on the top left to view the report. Reports
  7. On the Report view page, you call add columns, filters, user/user groups, and schedules. You can also add this report to the dashboard by clicking on “Add to Dashboard”. You can also Inactive the report by toggle option.

Note- 

        • If you don’t give access to any user/user group, the admin will have access only. 
        • If you add any user/user group, the admin will lose access. You need to add Admin discretely to give them access. Reports

8. Click on “View Report “ to view the tabular presentation of the chosen data.

9. You can print the generated report or download it as CSV/ Excel. You can also go back to the Report view page to edit the report by clicking on……   

You can create multiple reports by following the above steps

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