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Building and Deploying Reports

When you build a report, you are actually creating a report specification. This report specification defines the report queries that retrieve data, the table and chart styles, and the report layout used to present the data. Build reports based on database queries, and then add tables and charts to display the collected data.

Only the administrator who builds the report can view the report before it is deployed. When you save the report, it is available for you to view and edit in Report Management. If you want end users to view the report, you must deploy the report to the dashboard.

Before You Begin

  • To build and deploy reports, your CommCell user account requires a role with the Add Report permission and an association with the CommCell entity. With the Add Report permission, you will be able to edit or delete any report that you create. If you want to be able to edit or delete reports created by other users, you must have a role with the Edit Report and Delete Report permissions.

For more information on users, permissions, and associations, see User Administration and Security - Overview.

Procedure

  1. On the Web Console for the Private Metrics Reporting Server, click Reports.

    The Worldwide Dashboard appears.

  2. To open a report where you have already added a data set, at the top of the page, click Worldwide Reports > Report Manager , and on the Reports tab, next to the Report Name under Actions, click Edit.
  3. Optional: If your report has multiple pages, click the tab for the page that you want to edit.

    For instructions on how to add secondary pages, see Multiple Pages for Reports.

  4. To add a data table, on the Visualization tab, drag Data Table into the Drop components to build the report box.

    • To add columns to the table, from the Data Sets list, drag data field names to the Data Table in the order that you want the columns to appear.

      You can add columns from only one data source per table. If you want to include columns from another data source, you must create a separate table.

  5. To add a pivot table, drag Pivot Table into the Drop components to build the report box.
    1. From the Data Sets list, drag a field name into the Drop Pivot Row box.

      This field becomes the first column in the table, after you drag a field into the Drop Pivot Column box.

    2. Drag a field name into the Drop Pivot Column box.

      By default, the Drop Pivot cell box will display a count of the field that you selected for the Drop Pivot Column.

    3. If you want to configure something other than default, delete the Drop Pivot cell selection, and from the Data Sets list, drag another field name to the Drop Pivot cell box.
  6. Select the table, on the Properties tab, click General , and then configure the table settings.

    The following table lists the properties you can change:

    Goal Perform action under General
    Enter a label for the table In the Title box, type a name for the table.
    Specify a new ID for the table In the ID box, type a new identifier for the table.
    Display all columns in the table Set Include All Columns to On.
    Hide the alert button in the table, so that report end users cannot set alerts based on the table data Set Hide Alert to On.
    Add one or more buttons to the report. Set Enable Button Panel to On. For instructions on configuring buttons, see Configuring Buttons in Reports.
    Add the ability to select one row. Set Enable Row Selection to On. Appears when you set Enable Button Panel to On.
    Add the ability to select more than one row. Set Enable Multiple Row Selection to On. Appears when you set Enable Row Selection to On.

    The following image is an example of the General options:

  7. To set up default sorting for the table, on the Properties tab, click Fields .
    1. Next to Sorting, click Add Sorting ,
    2. Select a column from the list, and then select Asc for ascending order or Desc for descending order.

  8. To configure the columns, see Configuring Columns.
  9. To configure Cell Expression and Row Style, see Configuring Custom Code and Custom Styles for Reports.
  10. To display filtering options by default, on the table, click Filter .
  11. To add a chart or other visual component, drag a component to the Drop components to build the report box, and then configure the settings and appearance for any of the following component types:
  12. To rearrange the charts and tables, drag and drop the chart or table in the place where you want it to appear.
  13. To adjust the size of a chart or table, use the sizing handles.
  14. To review what the report will look like, click Preview.

    The preview appears in a new window. This is an example of what a report might look like in Preview mode.

  15. To save this version of your report specification in the Reports Manager, at the top of the Report Builder page, click Save.

    This version of the report appears in Reports Manager and is not yet available to end users.

  16. To make the report available to end users on the Reports page, at the top of the page, click Deploy.

    The report appears on the Worldwide Reports page under Untagged.

  17. To make the report available to other users, see Configure Security.

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