How to Create a Report
Design insightful reports with the reports designer which uses different visualization options to process data according to a specific view.
1. Go to the “Analytics” tab and click on Reports.
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2. To create a report, click on the “New Report” button.
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3. Fill in the details such as the Title, Section, and Description of the report, and click on “Proceed to Design”
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4. 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 the fields you want in your final report. You can also click the “+Add Data Filters” link to narrow your report.
5. Click on the “Proceed to Visualization” option on the top right to select the visualization of the report.
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6. On the Report Visualization page, you can choose the required visualization for the report from the visualization section. Please refer to this article to know about different visualization types.
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7. You can also add report filters, user/user groups, and schedules. You can add this report to the dashboard by clicking “Add to Dashboard”.
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Note-
- If no access is given to any user/user group, the admin will have access only.
- If any user/user group is added, the admin will lose access. You need to add Admin discretely to give them access.
8. Click on “View Report “ to generate the report.
9. You can print the generated report or download it as CSV/ Excel. You can also edit the report by clicking on edit icon on the Report View Page.
You can create multiple reports by following the above steps.