Creating a Simple Report

NOTE: Only Standard Content data worksheets are available as data sources for reports and dashboards in the SaaS environment.

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.

Using 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.

To use the wizard:

  1. Select Reports > Report Designer > Crosstab Wizard.
  2. Select the data worksheet of your preference as a data source, and click Next.
  3. Define the row and column groups (vertical and horizontal columns), and click Next.
    1. Row groups: Select the row headers.
    2. Column groups: Select the column headers.
  4. (Conditional) Define the summary columns that will display as summarized fields.
  5. (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.
  6. (Conditional) For table style, use the default option.
  7. To complete the editing, click Finish Editing.

Using 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.

To use the wizard:

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

Using the Chart Wizard

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

To use the wizard:

  1. Select Reports > Report Designer > Chart Wizard.
  2. Select the data worksheet of your preference as a data source.
  3. By default, the auto option is selected. Use the chart style to style your report.
  4. (Conditional) If required, select one of the following 2D and 3D images chart styles: Bar, line, area, point, pie, donut, radar, stock, candle, box plot, waterfall, pareto, map, treemap, and marimeko.
  5. Define the X Axis that to display as columns.
  6. Define the Y Axis to display as columns.
  7. Define the visual properties (color, shape, size, text) of the columns by using the visual binding.
  8. (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.
  9. (Conditional) Additional steps might be required depending on the chart style selected.

    10. 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.

Reviewing Guidelines for Report Usage