Create a Report

  • Updated

Who this feature is for

  • Users with an Insights Creator license

 

Step 1: Decide where to create your report (Reporting or Data Analytics)

You can create a report from either the Reporting or the Data Analytics page. The steps for creating a report are the same, however, the amount of data you can access from each is different:

  • Reporting gives you access to data from the last 30 days
  • Data Analytics gives you access to all data since starting Assignar

Step 2: Select the type of data you want

You'll see tabs at the top of the page, where you can get access to different types of data.

 

On the left, you'll see the fields related to that type of data. For example, if you're on the Assets tab, you'll see the fields that are related to Assets.

In the middle, you'll see our canvas. This is where:

  • You can calculate the data of your report
  • View a visualization of your report
  • Add filters to filter your report

 

 

Step 3: Select the fields you want in your report

  1. Click the fields you want in your Report
  2. Your selected fields will then be added to the canvas.
  3. Tips: To use the field for a pivot, move your mouse to the right of the field and tap the icon. To use the field for a filter, tap the icon.

 

Step 4: Run the report

After selecting the data type and fields, click the Run button

 

Step 5: View the results & visualizations

 

Using Report Filters

If you want to narrow the dataset in the report even further, you can use Report Filters.

Step 6: Save, Download, or Share the report (and more)

To save, download or share the report:

  1. Click the icon.
  2. Choose your desired action

Tip: If you save the report, you'll be able to add it to a Dashboard.

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