Report Creation

The list of reports is empty yet. There exist two types of reports – an Interactive dashboard and a report:

In the main menu “Reports” choose the item “New Report”:

Enter all data as on the picture and press «Save»:

The program will ask you if you want to open the report in designer:

The designer is the form where you will set the appearance of the report. Press «Yes». You will be asked to add a new page to the report. You have to select the page type and fill in the name. Select the type “Table/Chart” and press «OK»:

When the report opens, you can see that a new Opened Reports tab was added to the set of tabs:

Your new report has one empty page “Table 1”. There are editors on the left and on the top part of the page, and a pivot-table inside.

Above you can see two “shelves” – Rows and Columns. On the left there is a list of dimensions, hierarchies, levels, measures, sets and parameters.

In abstract Features of administrator’s work with reports designer we describe the additional features of the administrator’s work with the report designer, which are typical only for the Administrative module.

Note. All possibilities of the reports designer are described in detail in the help document for the report module. Here we will just create a report and will give access to it for the users.

Drag the level “Category” of the hierarchy “Product Categories” on the shelf “Rows” with the help of the mouse:

Find the dimension “Date” (scroll the list to find it), and drag the level “Calendar Year” of the hierarchy “Date.Calendar” on the columns:

Now only one thing is missing – one or more measures in the table:

If instead of numbers you see ##### in the table, it means that the numerical value does not fit in the cell. In this case it is necessary to increase the width of the table header:

Thus, the simplest report is almost ready. We will add the chart using the corresponding button on the tool bar:

Let’s save this page using the toolbar icon  or the appropriate menu item. Then close the designer by pressing a cross in the right upper corner of the window.

Thus, we created the report with one page and returned to the main form.