Analytic Reporting Tool Manuals

You can schedule regular Report sending by e-mail. To enable and schedule automated regular Reports first select the check-box Schedule Report under the Sharing & Scheduling tab. As soon as the check-box is selected, options for scheduling will appear. First, you need to select the frequency from the drop-down menu. For example, if you select … Read more

After you have installed the Analytic Reporting module, for security reasons all available pre-defined reports are available for Admin users only (users with Admin checked). If the user profile has permissions to see the Analytic Reporting module, then all users without Admin permissions can only see empty folders and can not see any reports, until … Read more

If you want to change your report column / row titles or labels as well as chart labels click the Rename Labels tab. Here in the left column you can see the original report labels and on the right side you can edit and enter new labels which you would like to show in your … Read more

After you have selected the necessary Columns(fields) and summaries in your Report, you can identify how data should be grouped and sorted – under the Grouping and Sorting tab. In the Grouping & sorting upper table in Group by select the field from the drop-down menu by which the data should be grouped and summarized … Read more

Under the Aggregates tab you can select which fields you would like to Count, Summarize, or find Minimal, Maximal or Average value. Simply select the field from the drop-down menu and then mark the check-box next to the selected field. Click the green “+” to add additional fields for aggregating. Remove fields with the red … Read more

With Analytic Reporting you can now calculate your own functions using field values and/or constants. Please follow these steps for function creation: 1. Open the report where you would like to add the function 2. Open the Calculated fields tab 3. Click the green “+” to add a formula. You can add an unlimited number … Read more

Under the Fields tab you can select fields to be shown, grouped or summarized in your Report and Chart: 1. Simply click on the field in the left-side selection box to highlight it (you can scroll down to find the field or you can type any part of the field title and also the module … Read more

You can limit the data in your report by adding filter options. This can be done under the Filters tab. Selected filters will apply to both: the Report data and Chart. Filters can also be used for Search purposes. In the pre-defined reports you can see what filters have already been applied. You can add/remove … Read more