Creating a new Report

A slice and dice report defines a multi-dimensional database. It contains a logical model, which consists of the constructs such as cubes, dimensions, hierarchies, levels, and members, and a mapping of this model onto a physical model such as a database table or view. The physical model is the source of the data which is presented through the logical model, which is a set of tables in a relational database.

To create a new report:

1. Navigate to Management > Reports, and click Create Report. The Create Report wizard is displayed.

2. From the General tab, enter the Title and Description of the report.
3. Choose the Data Source as Default. The available options are Other, Default, and RPA.
4. Choose the Process, corresponding Process Cube, and click Next.

A cube is a collection of dimensions and measures in a particular subject area.

The Process Cube represents the named collection of measures and dimensions.

5. From the Content tab, drag-and-drop the required attributes from Available Attributes to Selected Dimensions.

A dimension is an attribute, or set of attributes, by which you can divide measures into sub-categories. For example, you might want to break down loan details by the loan type, the name of the customer, and the branch in which the loan was applied; loan type, name, and branch are all dimensions.

6. Drag-and-drop the required attributes from Available Attributes to Selected Measures, choose the measures from the drop-down lists, and click Next.

A measure is a quantity that you are interested in measuring, for example, loan amount.

The Dimensions are displayed as rows and Measures are displayed as columns in the report.

7. From the Filter tab, drag-and-drop the required filter attributes from Available Filter Attributes to Display Report Information only where section, enter the filter criteria, and click Next.

8. From the Authorization tab, select the user permissions. The available options are Global, Denied, and Allow.

• Choose Global to authorize all the users to manage the report.
• Choose Denied to authorize no users to manage the report.
• Choose Allow to authorize specific users or user groups to manage the report.

To allow user permissions,

• Select Allow from the drop-down list and click Add Permission. 
• Click Empty and select the required user or user group.
• Specify the required permissions.

• Use the icon from Action column to delete a user permission.

9. Click Save and Continue. The report is created and displayed in the Reports list.

Editing Reports

To edit an existing report:

1. Click. The report details are displayed.
2. Edit the required details and click Save and Continue.

The report is updated with the new changes.

Copying Reports

Use the option to create a duplicate copy of an existing report.

To copy an existing report:

1. Click. The Copy Report window is displayed.

2. Enter the report name and click Copy.

A new report is created with the existing report details. You can edit the report details if required. 

Deleting Reports

To delete an existing report:

1. Click. A pop-up window is displayed prompting for confirmation.
2. Click OK.

The report is deleted from the Reports list.