Viewing Reports

To view the reports:

1. Click Management > Reports. The Reports list is displayed.

2. Click the report name.

You can customize the report using the following options:

• Swap Axes: Use it to swap the co-ordinates.
• Drill Position: Use it to set the row position.
• Drill Replace: use it to replace the row position.
• Show Chart: Use it to view the report in a graphical representation.
• Show Table: Use it to view the report in a tabular format.
• Update View: Use it to apply the filter criteria and update the view.
• Reset to Default View: Use it to reset to default view.
• Export to PDF: Use it to export the report in pdf format.
• Export to Excel: Use it to export the report in excel format.
• Publish Report: Use it to publish the report. After the report is published, it is displayed in the Widgets section of the Business Dashboard.
• Unpublish Report: Use it to unpublish the report. When the report is unpublished, it is removed from the Business Dashboard.

Configuring Reports

Use the Analysis Configuration section to select columns, rows, filters, define filters, and specify chart configurations.

To configure reports:

1. In the Criteria tab,

• Click to move the fields to Columns section.
• Click to move the fields to Rows section.
• Click to move the fields to Filter section.
• Click to move the fields up.
• Click to move the fields down.
• Click on any field from Columns/Rows/Filter section, select the required fields, and click OK.

2. In the Chart Configurations tab,

• Choose Chart Type from the drop-down list. The available options are Vertical Bar, Horizontal Bar, Stacked Bar Chart, Donut Charts by Row, Donut Charts by Column, Line Chart, Pie Charts by Row, Pie Charts by Column, Area Chart, and Stacked Area Chart.
• Select Enable Drill Through check box, if you want to enable drill-down support on the records.
• Enter the Chart Title.
• Enter the Horizontal Axis Label and Vertical Axis Label.
• Select Show Legend check box, if you want to show legend titles in the chart.
• Select Legend Position as Bottom or Right. 

3. Click OK.

Viewing the Slicer Information

Use the Slicer Information section to view the fields on which report slicing is available.

Click Back to Reports to return to the Reports list.