Create a Simple Report

First, create and save a data worksheet. For additional details on how to create a data worksheet, see Using Data Worksheets to Build a Dashboard or Report.

Use the one of the following wizards to create a simple report.

Use the Crosstab Wizard
Use the Table Wizard
Use the Chart Wizard
Guidelines for Report Usage

Use the Crosstab Wizard

From the Reports Designer menu, use the Crosstab Wizard to create a report that displays data in a pivot table where the data is grouped by row and column headers, and the summary data is displayed at the intersections.

Select Reports > Report Designer > Crosstab Wizard.
Select the data worksheet of your preference as a data source, and then click Next.
Define the row and column groups (vertical and horizontal columns), and then click Next.
- For Row groups, select the row headers.
- For Column groups, select the column headers.
(Conditional) Define the summary columns that will display as summarized fields.
(Conditional) Filter the conditions that will define the original data.

After the design statement is filled, the options for insert, modify, and clear will be enabled.
(Conditional) For table style, use the default option.
To complete the editing, click Finish Editing.

Use the Table Wizard

From the Reports Designer menu, use the Table Wizard to create a report that displays data in tabular layout or grouped and summarized.

Select Reports > Report Designer > Table Wizard.
Select the data worksheet of your preference as a data source.
Select the columns to display in the report from the select detail columns.
Define the groups to display as column headers.
(Conditional) Define the summary columns that will display as summarized fields.
(Conditional) Filter the conditions to define the original data. Once the design statement is filled, the control options are enabled.
(Conditional) Retain the default table style for better formatting results.
(Conditional) Rank the groups to display as top or bottom groups.

Use the Chart Wizard

From the Reports Designer menu, use the Chart Wizard to create a chart-based report.

Select Reports > Report Designer > Chart Wizard.
Select the data worksheet of your preference as a data source.
By default, the auto option is selected. Use the chart style to style your report.
(Conditional) If required, select one of the following 2D and 3D images chart styles.

Your chart options include bar, line, area, point, pie, donut, radar, stock, candle, box plot, waterfall, pareto, map, treemap, and marimeko charts.
Define the X Axis that to display as columns.
Define the Y Axis to display as columns.
Define the visual properties (color, shape, size, text) of the columns by using the visual binding.
(Conditional) Filter the conditions to define the original data. Once the design statement is filled, the control options are enabled.

(Conditional) Rank the groups to display as top or bottom groups.
(Conditional) Additional steps might be required depending on the chart style selected:

Geographic binding

Use if you select Map Style for your report. Choose different aspects about the map report that will be generated.

Tree dimensions: Use if you select Treemap, Sunburst, Circle Packing, or Icicle for your report. Select the fields; the report will use for the Tree Mapping.

Marimekko category: Use if you select Marimekko Style for your report. Select the field for the Marimekko Category Dimension.

Guidelines for Report Usage

Create as many data models as needed but only include the fields that you need for your report. For simple reports, use the Basic Data Model instead of the event view.
To convert non-human readable fields in the data model, parse them before adding them to the report.
You can create filters from the data model or the report itself. It is recommended to set the filters from the data model so these can be saved in the data base.
Check the meta data box for a faster pre-visualization of the report. Take into consideration that no real data is displayed with this option.
Export the results in CSV format for faster results.
When needed, copy the built-in dashboards and use them as templates for other creations.