Create Report

You can create a new report to organize and present data from multiple worksheets in a single view. Use reports to combine, calculate, and share your business insights.

Create a report

1. Select Reports from the navigation panel.
2. Right-click an empty space and select New Report.
3. In the Create a Report dialog, enter a name in the Description box.
4. Toggle Sample Mode if you want to use sample data.
5. Select the required authorizations and customization options. For more details, see New Report settings.
6. Click Confirm. The new, empty report opens in edit mode.
7. Select the views or worksheets you want, and add them to your report.

note

To ensure consistent data in your report, make sure the selected worksheets include the same columns.

New Report settings

The following settings are available in the Create a Report dialog.

Authorizations

Setting	Description
Publish	Activate to make the dashboard available to others.
Publish to Everyone	If Publish is selected, a second slider displays allowing to share with all users.
Select groups to publish to	If Publish to everyone is not selected, a text box allows you to specify the groups to share with.
Lock view definition	Prevent edits by others unless you are the administrator.

Options

Setting	Description
On open	Choose whether to show a selection page or a prompt before opening the dashboard. Select None to skip it, or choose Prompt or Selection Page to display one.
Prompt	If selected under On Open, specify which prompt appears when opening a dashboard.
Selection Page	If selected under On Open, choose which selection page to display. Click the pencil icon to add or edit a global selection page. Its parameters will be available when creating a function.
Reporting Tree	Select the reporting tree structure, if available, to organize data or navigation.