Reports

How to create a Report

The Report Builder application helps to create reports that can be used to show on dashboard pages or can be used as a single entity.

To create a Report, follow these steps: -

1. On the navigation bar, navigate to Reports.

2. Under Reports, click on Create. The Report Builder app opens up.

3. Enter report name.

4. Select report type (table or chart or both).

5. If the report type is selected as ‘chart’, then select the chart type (‘pie’, ‘column’, etc.) and then click the ‘NEXT’ button.

6. Select the data source type.

7. Select the name of the collection (Table in the database).

8. If the data source type is selected as ‘Table’, then click the ‘NEXT’ button.

9. If the report type is selected as ‘chart’, then select the column name by which you want to group the data (e.g., In incident, you can group by priority).

10. Select the operation you want to apply to the data (e.g., MAX, AVG, SUM, COUNT) and then click the ‘Finish’ button.

11. If the data source type is selected as ‘Datasource’, then click the ‘Finish’ button.

Features

1. The application lets you build reports in the form of tables and charts.

2. It lets you build conditions on tables and charts using the query builder functionality.

3. In chart reports, you can select different types of charts like pie chart, column chart, donut chart etc.

4. It allows aggregation and operations on data to show on a chart.