Create new report
Create new report
Navigate to the Reports page, located in the left-hand sidebar under the Insights category.
Click the Add report button in the top right corner.
From this interface, you can filter, show/hide, reorder, group, and aggregate columns to create the desired report.
Once the desired report configuration is complete, it can be saved by clicking the Save report button in the top right corner.
In the subsequent pop-up window, you can complete the necessary details and configure the report's accessibility settings.
Edit report
Edit report
Navigate to the Reports page, located in the left-hand sidebar under the Insights category.
Click on the report you wish to edit. All reports not indicated with a lock icon are editable by all users who have access to view them.
Click the Edit report button located in the top right corner.
From this interface, you are able to edit the report as desired.
When you have finished editing the report, you can save the changes by clicking the Save report button in the top right corner.
In the subsequent pop-up window, you can modify the necessary details and accessibility settings of the report.
Save report
Save report
When saving a report, the following information is required: Report Name and Report Type.
Save a report by clicking the Save report button in the top right corner, which is visible in both the New Report and Edit Report views.
Assign a Name to the report. This identifier will be used to locate the report subsequently.
Assign a Type to the report. This categorization will be used for grouping reports in the list overview.
Optionally, assign a Description to the report to provide further details on its functionality and use.
Configure the report's Accessibility. If the toggle is active, all staff members with report access will be able to view it. If the toggle is inactive, the report will only be visible to you.
Change data source
Change data source
The data source from which the rows are generated can be modified.
Please note that the data source can only be changed while editing the report, not while viewing it.
To modify the data source, click the Data source drop-down selector located in the top filter bar.
Select or deselect the data sources you wish to include in the report view.
Save the report for the changes to be applied.
Hide/Show columns
Hide/Show columns
The visibility of columns within the report can be adjusted. Please note that the availability of some columns may depend on your selected data source.
Modifications to the displayed and hidden columns can only be made while editing the report, not while viewing it.
Click the Columns button located in the top left corner of the table toolbar.
Select the checkboxes for all columns you wish to display in the report, and deselect any others.
Save the report for the changes to be applied.
Filter columns
Filter columns
It is possible to apply a filter to the rows displayed in the report.
Please note that filters can only be modified while editing the report, not while viewing it.
Click the Filter button located in the top left corner of the table toolbar.
In the subsequent pop-up window, you can add and modify the filter applied to the table.
From this interface, you can select the column to filter, the operator that determines how the rows are compared to the value specified in the rightmost field.
Save the report for the changes to be applied.
Rearrange columns
Rearrange columns
The order of the columns can be rearranged.
Please note that the column order can only be modified while editing the report, not while viewing it.
To rearrange the order of the columns, click and hold the header of the column you wish to move, and drag it to the desired position.
Save the report for the changes to be applied.
Sort columns
Sort columns
The rows can be sorted based on a specific column.
Please note that sorting can only be configured while editing the report, not while viewing it.
To sort the rows, hover the cursor over the header of the column you wish to sort by and click the arrow icon on the right side of the column name.
Clicking the icon once will sort the rows in ascending order. Clicking it twice will sort them in descending order.
Save the report for the changes to be applied.
Group columns
Group columns
The rows can be grouped based on a specific column.
Please note that grouping can only be configured while editing the report, not while viewing it.
To group the rows, hover the cursor over the header of the column you wish to group by and click the kebab icon on the right side of the column name.
From the drop-down menu, select the Group by... option to group the rows.
To ungroup the column, click the kebab icon again and select Stop grouping by... in the menu.
Save the report for the changes to be applied.
Aggregate columns
Aggregate columns
It is possible to aggregate the rows based on a specific column.
Please note that aggregation can only be configured while editing the report, not while viewing it, and not all columns are suitable for aggregation.
To aggregate the rows, hover the cursor over the header of the column you wish to aggregate and click the kebab icon on the right side of the column name.
From the drop-down menu, click the Aggregation option.
Select the aggregation method you wish to apply to the column. Please note that not all aggregation methods are available for all aggregatable columns.
To stop aggregation, click on the kebab icon again, and deselect the aggregation model.
Save the report for the changes to be applied.
Pin columns
Pin columns
It is possible to pin a specific column.
Please note that pinning can only be configured while editing the report, not while viewing it.
To pin a column, hover the cursor over the header of the column you wish to pin and click the kebab icon on the right side of the column name.
From the drop-down menu, select the Pin to... option to pin the column to the left or right side.
To unpin the column, click the kebab icon again and select Unpin in the menu.
Save the report for the changes to be applied.
Change width of columns
Change width of columns
The width of specific columns can be adjusted.
Please note that changes to the column width can only be saved while editing the report, not while viewing it.
To change the width of a column, position the cursor on the right border of the column header.
Drag the border to the desired width.
Save the report for the changes to be applied.
Add new table
Add new table
Multiple tables can be added to a report to facilitate a comparison view.
Please note that adding a table can only be done while editing the report, not while viewing it.
To add another table to the report, click the Add new table button at the bottom of the page.
To remove a table, click the trash can icon on the right side of the table header you wish to remove. Please note that this icon only appears when more than one table is present.
Save the report for the changes to be applied.
Assign description to table
Assign description to table
A description can be assigned to a table, which aids in identifying specific tables.
Please note that the description can only be added while editing the report, not while viewing it.
Enter your description into the text input field located in the header of the table to which you wish to assign the description.
Save the report for the changes to be applied.
Change access level of report
Change access level of report
Reports have two accessibility levels:
Global: Allows all staff members with access to the report list to view and edit the report.
Personal: Restricts viewing and editing to only the user who created the report.
To configure the accessibility level, begin editing the report and click the Save report button in the top right corner.
Within the save dialog, configure the report's accessibility. If the toggle is active, the report will be saved with global access. If the toggle is inactive, the report will be accessible only to you.
Export report
Export report
To export a report to a CSV file format, begin by selecting the desired report from the list view.
Click the Export button located on the right side of the table you wish to export. This action will preserve any grouping, sorting, and filters currently applied to the table.
Delete report
Delete report
Only user-generated reports can be deleted. Predefined reports, indicated by a lock, cannot be removed.
To delete a user-generated report, begin by selecting the report you wish to delete from the list view.
Click the Delete report button located in the top right corner of the report view.
