Manuals

It is recommended to start from an already pre-defined report template, and then use Save as in order to add a new Report (you can use Search to find a report by related modules). However, if there is no report with your necessary module or required relationships, or if you have a custom module, you … Read more

You can drill-down to the detailed data with a click to the chart area: A report with detailed data represented by this chart area will open in a new browser tab. As you can see from the Screen-shot above, you can save the new detailed data as a report, export it, or use the report … Read more

Below the Report data you can find the Chart and Chart editor. Chart information is strictly related to Report data above and Report settings, such as Filters, Aggregates and Groups. This means that every time you change the Report settings in the Report Editor, you need to Save those settings in order to be able … Read more

It is possible to set the same permissions and/or report e-mail scheduling options for several reports at once. This can be done from the Report and Folder list. 1. Mark the necessary reports for scheduling (if you mark a folder, then all reports within that folder will be selected). You can select only those reports, … Read more

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