Report Details
- 1 Overview
- 2 Creating a Report
- 3 Report Output
- 3.1.1 List Report Output
- 3.1.2 Chart Report Output
- 3.2 List Report
- 3.3 Pie Chart Report
- 3.4 Bar Charts Reports - Horizontal and Vertical
- 3.4.1 Vertical Bar Chart: Group By with Average Line
- 3.4.2 Horizontal Bar Chart: Group By with Average Line
- 3.4.3 Vertical Bar Chart: Group By and Stack By with Average Line
- 3.4.4 Horizontal Bar Chart: Group By and Stack By with Average Line
- 3.4.5 Vertical Bar Chart: Sum Field with Average Line
- 3.4.6 Vertical Bar Chart: Average Line and Threshold Line
- 4 Built-In Reports
- 5 Exporting and Importing Reports
- 6 Scheduling a Report
- 6.1 Report Specifications
- 6.2 Methods
- 6.3 Security
- 6.4 Bundling and Promotion
- 6.5 List Import / Export
- 7 Reportable Tables
- 8 All Task Instances Table (ops_exec)
Reports are based on the Reportable tables in the Universal Controller database.
To create a report, you create a Report Details record and select a single Reportable table containing the data that you want to include in the report output. You can create a report as a list of table records or as a graphic.
To generate report output, you run the report either:
Manually
Automatically, as a Widget on any Dashboard. (If you delete a report from which a Widget was created, the Widget will no longer function.)
On schedule, by attaching the report to an Email Task or Email Notification action for any task type, and then defining a trigger for that task. When the task is triggered, the report is run.
Note
Some reports require specific roles; Reportable Tables identifies these tables.
Creating a Report
Step 1 | From the Reporting navigation pane, select Reports. The Reports list displays a list of all existing reports. |
|---|---|
Step 2 | Enter/select Details for a new Report, using the field descriptions below as a guide.
To display more of the Details fields on the screen, you can temporarily hide the list. Note If you view Report Details for an existing Report by clicking a Report in the list, and then want to create a new Report, you must click the New button that displays above and below the Details. |
Step 3 | Click a button. The Report is added to the database, and all buttons and tabs in the Report Details are enabled. |
Report Details
The following Report Details is for an existing Report.
Depending on the values that you enter / select for these fields, more (or less) fields may display. See the field descriptions, below, for a description of all fields that may display in the Report Details.
Report Details Field Descriptions
The following table describes the fields and buttons that display in the Report Details.
Field Name | Description |
|---|---|
General | This section contains general information about the Report. |
Title | Title (name) of the Report.
Reports visible to Me, Everyone, and any Group can have the same title. For example, there can be multiple Reports titled Report #1 as long as only one is visible to Me, one is visible to Everyone, and one is visible to any specific Group. |