Customizing Reports in Report Builder
While XOi has provided you with core and premium* dashboards, you can also use the Report Builder to build and customize reports, pull data, and help with decision-making.
All User Roles can be permitted to use the Report Builder.
Once you have chosen an existing report or created your report you can begin customizing it.
Filtering
Filters allow you to focus on the specific information needed from large amounts of data.
Select + Filter to add a filter to a view. A drop-down will display all the columns that exist in your selected dataset. Any columns in the dataset can be selected.
Once selected, the column title will display as a clear button with a funnel icon next to the filter button.
Select the clear button to choose your filter criteria in the drop-down. The drop-down options will vary according to the type of data in the column. See the Filter Operators section for more details.
Click Apply to implement the filter criteria for the view.
Note: There will be date range filter options to choose from even if not applicable to the data. For example; You choose to filter data for the last 5 years. However, there are only two years worth of data available so only two years will show.
Sorting
Sorting allows you to specify the order of the data based on a certain column. Data can be sorted in ascending (from smallest to largest or from A to Z) or descending (from largest to smallest or from Z to A).
Select the Sort button in the top right-hand corner of the report or the three dots on the column you would like to sort by. Choose the column you want to sort by and if you want it in ascending or descending order.
You can add multiple sorts by selecting + Add sort.
Note:You have the flexibility to adjust the order of the sort by arranging the column order in the Sort By pop-up. It is recommended to have three or fewer sorts on your report.
Columns
All columns within the dataset will be shown in the table by default. You can adjust the order of the columns by rearranging the columns by clicking and dragging directly within the table. You can also click on the eye icons to the right of the table to show and hide columns.
The eye icon next to a column name indicates its visibility on the table. To hide a column, select the eye icon, which will display a crossed-out line, indicating that the column is no longer visible on the table.
You can adjust the width of any column of a table by hovering over its edge, clicking, holding, and then dragging to expand the width according to your preference.
Group By
The Group By section determines the rows in the report by grouping columns.
It's utilized for questions such as:
- How many completed jobs by user?
- How many units per customer?
You can drag columns from the Column section into the Group by section or use the + button.
Group By is also used to build Charts, varying by type.
Values
To summarize data, drag and drop specific columns in the Values section, and select the summarization type in the drop-down. You can also use the + icon to the right of the section header to add columns to each section.
Note: Some datasets include XOi-provided summarizations under the Values + button.
Different Types of Values
- Sum
- Adding together the values in the column
- Must be a number
- Count
- How many values are not blank?
- Count Distinct
- How many unique values?
You can also choose the values in the bottom right-hand corner of the table. The value generated will be based on the total records in the table.
Values are also used to build Charts, varying by type.
Breakdown
Use the breakdown section when you need to compare data across a certain column. It will determine the columns in your report. To use it, ensure you have columns in both the Value and Grouping sections.
Expanding
To hide the customization sidebar on the right, select the sidebar table icon to the right of Sort.
Format Panel
The Format Panel options in the customization sidebar adjust based on the chart type selected. Use this panel to customize how data is presented - like adjusting, grouping, and displaying total footers.
Collapsible Groups Toggle: The fields in the Group By section of the reports are collapsed into a single column instead of their own.
Note the difference between how the same data is displayed when the collapsible groups toggle is on or off.
Column Totals Toggle: Shows configurable totals at the bottom of each column.
Additional Information
Premium dashboards are an add-on. Please speak to your Customer Success Manager to learn more.
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