The Reporting Module:
- A new and exciting structure has been implemented in order to automate and simplify Reporting.
- By the click of a few buttons while following the Reporting Module's steps we have set in place, you have the power to generate a full report according to your personal filters and criteria.
- All data relevant to your system is available when generating a report (as well as data across other instances).
Report Result Types:
- Data displayed in a table with fields and columns.
- A visual representation of the data through rectangles of equal width.
- Information displayed through the use of lines and data points, good for comparing data over a certain time period.
- A circle which is divided into sectors (each sector represented by a class of data).
General Steps in generating a Report:
- Add a personalized Report Title for your report.
- Select the Main Component for your report from the dropdown menu.
- This can be any component associated with your system.
- All the components will be listed on the dropdown menu.
- Choose the Report Result Type which suits your data/personal preference the best.
- Available Across Instances
- This setting indicates if users on other instances will have access to the report.
- Global Results
- Should the report include data from other instances you have access to?
- After you have selected your main component in Step 1, you will have the ability to integrate more components into your Report.
- The available components listed in the Dropdown Menu of Step 2 will be dependent on the main component you have chosen.
- These secondary components will also be dependent on each other - meaning that some components will only be available once their linked component have been added to the report.
- In the third (3) Step you will see a table containing 4 fields:
- All the components which you have added in the previous step will be listed here.
- 1. The Relation Field indicates which components are linked (Component 1 > Component 2 AND Component 1 > Component 3 OR Component 1 > Component 2 AND Component 2 > Component 3).
- 2. The Join Type field explains how that component's data will be sorted (for example by the Newest data).
- The check box indicates which fields will be included in the report.
- The type of fields will also be included to help you get a better understanding of the field as well as filter the fields to your personal preference.
- Once you have personalized the fields related to the components of your report, you can proceed to the final step.
- The final step in the Reporting process will filtering all of the chosen component(s) fields accordingly.
- Each Type of field can be filtered differently.
- All of the fields can be sorted by one of the following preferences:
- Filters are available depending on the field type.
- Here are some examples:
- Filter the field by one of the available options.
- Filter True/False type of preferences.
- Filter the selected field's data by a date.
- We have added a list of time periods to make the process of filtering by dates easier.
- You will also have the option to filter by a specific date (ie. 2018.01.06 - 2018.02.01) using the Absolute filter option.
Final Steps and Additional information:
- Once you have filtered the data to your personal preference and you are happy to generate the report- click on the button at the bottom of your filter page.
- Your report will be generated and you will be brought to the relevant report's details page where you can download the report as shown below: