Creating Reports

You can use the Create Report area to define an analysis, allowing you to explore
and visually interact with your organization’s data to provide answers to business
questions.

Exploring the Tabs

The following table describes the tabs available in the Create Report area:

Screen

Screen Shot 2016-08-17 at 3.55.09 PM

Create Report Screen

How to…

This section describes how to create a new report.

Create a Report

1. Click the Create Report tab.

Screen Shot 2016-08-17 at 4.15.47 PM

The Create Report page appears.

2. Click the Criteria tab, if necessary.
You can use the Criteria tab to specify the criteria for the report, including the columns
and filters, among other options.

note: Click theScreen Shot 2016-08-17 at 4.15.56 PM button to show or hide the Filters pane. Similarly, click the Screen Shot 2016-08-17 at 4.16.01 PM
button to toggle the display of the Selection Steps pane.

3. To add a column to the report, double-click a column in the Subject Areas pane.
Alternatively, drag and drop a column from the Subject Areas pane to the
Selected Columns pane. You can also Ctrl-click multiple columns before dragging
and dropping into the Selected Columns pane.

note: The Subject Areas pane includes attribute columns and measure columns.
Attribute columns hold a flat list of descriptive values. Measure columns are found
in Fact tables, and hold numeric data values that can be aggregated.

In general, the report should contain at least one column from the Facts table in
the selection pane. Running a report without including any facts generally produces
reports that are not meaningful, and can cause poor query performance or
unexpected results. If you want to build a report without any facts, you should first
consult your administrator.

4. Click the Screen Shot 2016-08-17 at 4.21.36 PM button to access the column menu to control the use of each column
in the report.

The following table describes the options available in the column menu:

Screen Shot 2016-08-17 at 3.55.09 PM

5. To reorder columns in the workspace, drag and drop a column from its current
location to another location.

6. Add and edit filters, as needed, using the Filters pane.

7. Click the Screen Shot 2016-08-17 at 10.20.53 AM button to save the report. The Save As dialog appears.

Do the following:

a. In the Folders pane, choose a personal or shared folder in which to save the
report.
When you save a report in one of your personal folders, only you can access it.
When you save it in a shared folder, users with permission to access that folder
can access it too.
Your top-level personal folder is called My Folder. Every user with a unique user
name has a folder called My Folder. This is designed to hold the reports that
you run most often, and other content that you access frequently.
b. In the Name field, type a name for the report.
c. (Optional) In the Description field, type a description for the report.
d. Click OK button.

 

Save a Report With a New Name

1. Click the Screen Shot 2016-08-17 at 4.16.11 PM button (Save As) to save and assign a new name to the report. The
Save As dialog appears.

2. In the Folders pane, choose a personal or shared folder in which to save the
report.

3. In the Name field, type a name for the report.

4. (Optional) In the Description field, type a description for the report.

5. Click OK button.

 

Refresh the Results in a View

When you are working with views that show results data, such as the table and pivot
table views, you can refresh the results of the current report. Refreshing results is useful
if you make a change such as adding a filter that limits results and you want to see the
effects of your change.

1. Click the Results tab.

2. Click the Screen Shot 2016-08-17 at 4.16.19 PM button (Refresh).

 

Preview a Report

You can preview a report to see how it will appear on a dashboard. When you are
working with views that show results data, such as the table and pivot table views, you
can also see the results as you work with the view.

1. Click the Results tab.

2. Click the Screen Shot 2016-08-17 at 4.16.27 PM button (Preview). The dashboard preview appears in a new window.

 

Print a Report

You can specify PDF and print control options, add headers and footers, and print the
report with which you are working using HTML or Adobe PDF (Portable Document Format).

note: The HTML method of printing relies on the print handling capabilities of your
browser. If you do not get the results you want, choose PDF to open and then print the
dashboard or report.

 

Specify the Print Options

1. Click the Results tab.

2. Click the Screen Shot 2016-08-17 at 4.16.37 PMbutton (Print Options) near the top of the workspace.
The Print Options dialog box appears.

 

Print an Analysis

1. Click the Results tab.

2. Click the Screen Shot 2016-08-17 at 4.16.43 PM button (Print this analysis), and choose either Printable PDF or
Printable HTML using the cascading menu.
A new window appears displaying the PDF or HTML report.

3. Choose File > Print on the browser menu.
Alternatively, for PDFs, use the options available in the Adobe PDF window to
save or print the file.

 

Configure Report Properties

1. Click the Criteria tab.

2. Click the Screen Shot 2016-08-17 at 4.16.48 PMbutton.

The Analysis Properties dialog appears.

Screen Shot 2016-08-17 at 4.16.56 PM

Analysis Properties Dialog

3. Modify the settings, as required.
You can use the Results Display tab to customize error messages and the Interactions
tab to specify the run-time options available when viewing the report. Finally,
you can use the Data tab to define the treatment of null values and hierarchy columns.

4. Click the OK button