Creating Reports

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Reports are a more formal way of displaying information captured in an Ad Hoc View.  Reports allow you to share the information with authorised persons who may not have access to the BI system.

 

Instructions

There are several ways to create a report in the Community BI system.

 

Creating a Report when saving an Ad Hoc View

  • Save Ad Hoc View and Create Report
    • When creating an Ad Hoc view, you are able to save and create a report at the same time

 

 

Creating a Report using an existing Ad Hoc View

  • Create Report (Home Screen)
    • Click Create in the Reports section of the Home screen
  • Create Report (Menu)
    • Select Report from the Create drop down at the top of the page
  • Repository
    • Right click on an existing Ad Hoc View and select Create Report

See below for further information on each method.

 

Creating a Report when saving an Ad Hoc View

 

Step 1. Log in to your Community BI system (refer to Logging In for further information).

Tip: Contact your system administrator if you need assistance with your log in details.

 

Step 2. Create an Ad Hoc View.

Refer to Creating Ad Hoc Views and Ad Hoc View – Saving and Creating a Report for further information.

 

Step 3. When you are happy with your view, Click the save drop down at the top of the page.

Save Ad Hoc View Options

 

Step 4. Select Save Ad Hoc View and Create Report.

Save Ad Hoc View and Create Report

 

Step 5. Enter all required fields for the Ad Hoc View and the Report

Save Ad Hoc View and Create Report Details

 

Step 5a. Enter the Data View Name and Report Name

Step 5b. Enter the Data View description and Report description

Step 5c. Select the required Repository locations for the Ad Hoc View and Report

Step 5d. Select the Default Report Template or Custom Report Template (if you have one available).

 

Step 6. Click Save

Step 7. Navigate to the saved report location

Step 8. Run the Report

Step 9. Review the output – it should be the same as the output in the Ad Hoc View screen.

 

Creating a Report using an existing Ad Hoc View

Step 1. On the Home Screen, click Create in the Reports section OR Select Report from the Create drop down menu at the top of the page.

Create Report

Step 2.  Select an existing Ad Hoc View from the Create Report window.

Tip: click the plus (+) sign to expand the folders

Select Ad Hoc View

 

Step 3. Select the Default Report Template or (if available) a Custom Report Template.

Step 4. Click OK

The created report is displayed

Example Report

 

At this point you may choose to simply export the report for a single use or save the report to be used again.

 

To export:

Step 1. Click the Export button

Export Options

 

Step 2. Select the required format.

Step 3. Your report will be downloaded to your computer.

Refer to Exporting Reports for further information

 

To save the report:

Step 1. Click the Save button

Save Report

Step 2. Select Save or Save As if you wish to change the current save location

Save Report Details

Step 3. Edit the name (if required)

Step 4. Enter the Report Description

Step 5. Select the required Save location

Step 6. Click Save.

Step 7. The report is now saved for further use.

 

Creating a Report from an Existing Ad Hoc View in the Repository

Step 1. Select Repository from the View drop-down at the top of the screen

Select Repository

 

Step 2.  Select an existing Ad Hoc View from the Repository

Tip: click the plus (+) sign to expand the folders

 

Repository

 

 

Step 3. Right Click on the required Ad Hoc View

Create Report from Repository

 

 

Step 4. Select Create Report

Step 5. Select the Default Report Template or (if available) a Custom Report Template.

Select Report Template

 

Step 6. Click OK

The created report is displayed

Example Report

 

At this point you may choose to simply export the report for a single use or save the report to be used again.

 

To export:

Step 1. Click the Export button

Export the report

 

Step 2. Select the required format.

Step 3. Your report will be downloaded to your computer.

Refer to Exporting Reports for further information

 

To save the report:

Step 1. Click the Save button

Save Report

Step 2. Select Save or Save As if you wish to change the current save location

Select the save location

Step 3. Select the required Save location

Step 4. Click Save.

Step 5. The report is now saved for further use.

 

Further Information

For further instructions click here:

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