Report Generation
Report generation has three steps:
- Preparing a report generation request (Console)
- Report generation (Data Center)
- Report viewing (Console)
The report preparation step includes specifying report options, making up filtering rules for elements that are to be included into the set, selecting the range of report dates, etc.
To start preparing a new report select «Generate a New Report».
Welcome page.
Selecting the data storage and schema.
Selecting the report type:
- Comparison Report is a report in which the data is grouped in different sections. The report can be single-level or multi-level.
Optional filter of entries which should be included into the final set.
Report options:
- Report Style - single-level or multi-level
- Percentage Column - the column used for percentage calculation
- Sort column – the column used for data sorting
Report section options. A report consists of one or more sections. Each section can be configured individually. If it hasn't been configured, the above-stated options will be used.
- Show in section – what to show in section: elements, charts or both.
- Apply aliases to section items – Apply or not apply aliases to items in the specified section.
- Maximim items number – the maximum number of items to be shown in section.
- Filter1, Filter2 – optional filters which can be used to exclude the elements, meeting certain conditions, from the generated report. Unlike the page with optional filters (see above), here the final and already grouped data is analyzed and filtered.
Report sections. Here you can make a list of sections, which should be included in the report, their order and optional settings for each section. You can override the default values for each section: the chart properties, aliases etc.
Columns included in the report. Here you can adjust width, positions and visibility of columns. To make it easier you may use a special visual editor which allows to adjust the columns using the mouse:
Simply adjust width, positions and visibility and click OK.
Report building dates range.
Report name and optional description.
These settings are important if you plan to add the created report to the report repository for further use.
Final step. After clicking on Finish button the console sends a request to generate a report for the Data Center.
