Create a Basic Report
How to create a basic report within the Self Service Reporting Tool (SSR).
Create a Dashboard
To create a report, a Dashboard is needed.
Select +
Click Create Dashboard.
This will open the visualisation wizard screen.
Example: Customer Sites with Active Equipment by Engineer
For this example, we are going to be using data from the “CustomerSite Enquiry and Equipment Enquiry” Modules within Service Geeni.
FEATURES DEMONSTRATED
Dashboard: Create, Edit, Rename, Pivot Table, Sort, Filter Preview, Export
Visualisation Wizard
Using drop down arrow, choose dataset. In most cases there will be only one available for use.
Note: Using the Visualisation Wizard will help create a Dashboard based on data selected or click Close to manually create one.
Click on the arrow to the left of the dataset to expand the selection of fields available.
Click “CustomerSite” table to expand and tick check box on left of “AccountName” and “SiteName”.
Notes:
You can either tick the checkbox on left or drag the fieldname over into the middle of the screen, to populate the component that forms your dashboard report.
Selecting Close – will take you straight to the Dashboard edit screen.
Note: The dashboard is not yet saved, only the datatable that has been created in the visualisation wizard. This is currently named Untitled.
Click Save at the bottom right of the screen.
Depending on the data field types selected the visualisation wizard will RECOMMEND tables or charts that match your data. A Pivot Table or Column Chart is normally the default and is generally selected for you. If available, you can select an alternative from the icons showing in Recommendations Panel.
More fields can be added later and/or the order changed by editing the dashboard.
Click Save to save the Dashboard.
Name the Dashboard, “Customer Site Equipment”.
Add pre-created “Categories” to help sort your dashboard reports efficiently.
Click OK.
Click Dismiss. Your Dashboard is now saved.
Editing the Table Dataset
Select the table.
Note: Selected components will be highlighted.
Click on the Data Binding icon next to Inspector Toolbar Menu.
Note: Double clicking a component opens the Inspector Toolbox Menu to the right of the screen
From here you can see the name of the dataset used.
You can now also see which tables are linked (enabled for use).
Enabled data tables will have an arrow showing to the left of the table name. If the table is greyed out then this is not available for use, this is because there is no link between the data tables or a link needs to be made by using another datatable in your query.
Click the arrow to EXPAND the Equipment table to view the datafields within it.
Drag “IsActive” and “EquipmentID” onto the rows section.
This will appear as extra columns within the table, it will also change the name of the table Title.
Note: If the datafield is not the correct type for that dimension the datafield will not be allowed to be placed.
Notes:
The title of table name will be the names of datafield/s fields used. This will also be the name of the XLS or CSV when you export the data.
There is a limit within windows on length of a file name (MAX_PATH limit to 256 characters). You may need to change the text length of the table name to save the export of data.
You can have multiple tables and charts within a dashboard report, so naming them will help identify their use.
Formatting Tables
Renaming the Table
Rename the table
Select the table.
Click on Inspector (cog) icon
Scroll down to “TITLE” section, click into the title field, rename “Customer Sites Active Equipment”, then click out of the field.
It will autosave.
Resizing the Table
To change the size of the table and the data displayed on screen.
Click on table component to select it.
Drag dotted outline to resize as desired.
Moving the Table
Click component, hold and drag table to desired position.
Sorting the data in a Table
Click on the AZ icon.
Note: By default, a table is sorted A-Z.
Click on + Add Sort.
Add sort choice e.g. Equipment ID, Descending.
Editing the Table
Add or amend the data in the table
Click on table.
Click on Databinding icon
Using the search bar, Type “Postcode”.
Add “Postcode” to rows from “CustomerSite” table.
To change the order in which the datafields are displayed in the dashboard component, drag the datafield to its desired position.
Filter the Table
To add a filter to the table
Click the filter icon or click the cog next to the datafield name within the databinding panel.
Click + Add.
Go to Target Field “Equipment”.
Type “active” into the search keyword box.
Click on “IsActive”.
Tick 1.
Click OK.
Note: You do not have to have a datafield displaying within the component or in use on your dashboard to filter on it. Once you have opened the filter box, you can select any available datafield, then add as many filters as required.
True & False Values
Note: To explain True/ False Values:
1 = “True” will display all equipment where the equipment is “Active”.
0 = “False” will display all equipment where the equipment is “InActive”.
In Data Binding section, remove Column “IsActive” from table rows.
Click on inspector, under TABLE SETTING section, click True to Show Quick Filter.
Note: “Show Quick Filter” is useful in preview mode if you want to quickly filter the data further and export.
Hover over Page 1 tab at bottom of screen.
Click on cog.
Rename Page
Click Rename, enter “Report” to the new name field and click ok.
Save the dashboard.
Add any Comments required – these appear in the revision tab on the home page.
OK.
Click Dismiss.
Preview Dashboard
Click Preview to view the dashboard.
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Dark filter icon | Data field with filter applied. |
|
Clear filter icon | No filtering is has been applied. |
Click on the filter icon above “AccountName” in table component.
Change the filter to exclude only AccountName containing “truck”.
If you choose Exclude Matched = True
It will not display records where this is true.
If you choose Exclude Matched = False
It will display records where this is true.
Export Data
Click on Export icon
Note: Use the Export button on the data component of which you want to export the data of, namely the table.
Select “Export Data”
Note: The XLS file name takes its name from the title of the component.
Save file.
Once exported, click on Back.
Say No.
Note: Message “Sync Changes” ;'/will save any changes made whilst in preview mode i.e filters, sort etc
Formatting a Dashboard
Editing a Dashboard
Close any dashboards open using X top right hand corner.
This will open the homepage default screen.
Click on the ellipses icon for the dashboard “Customer Active Equipment.”
Edit Dashboard.
Note: You can also use the pencil at the top right of screen.
Renaming Table Datafields
Select table.
Click into data binding.
Click on cog next to one of the datafields.
Select Rename.
Choose a new name, and click OK.
Your basic dashboard report is now complete.