Creating Reports in Historical Reporting

Design custom historical reports using visualizations created in Analysis, text, images, and links. Reports show the data as it was the last time the report was refreshed in the browser or generated by email. Individual reports don't contain filters. Report visualizations are filtered according to the filters set on them in Analysis.

To create a report, you must have the following:

  • Historical Reporting enabled for your tenant. 

    Please contact your account representative for more information if this is not currently enabled.

  •  A role that has the CONFIG_REPORTING_BI_VIEW permission.

Before you begin, ensure that you:

Create a Report

  1. Go to Reporting > Historical Reporting.
  2. In the sidebar, click Author Report ().
  3. Next to Untitled Report, click the gear ().
  4. Click Rename.
  5. In the window that opens, enter a Name for report.
  6. Click Save.

Design the Report

Design the look and feel of the report. The report automatically saves as you make changes. If you want to preview the report during or after building it, click the View tab at the top of the report.

To design the report:

  1. At the top of the report, click the Design tab.
  2. Click and drag the elements that you want included in the report to the design canvas (labeled DRAG CONTENT HERE).
    ElementFunctionDesign Options
    New Split RowSplits a row on the report in to two equal columns.

    Split Row (): Splits the selected column into two equal columns.

    Remove Column (): Deletes the column and any element contained in it from the report.

    Add SpaceAdds a row of blank space to the report. You cannot add content to this space. Optionally, you can add a border to the blank space.

    Configure the space's settings in the Add Space window:

    • Number of lines: Select how many rows you want the blank space to span. Selecting a higher number results in a space with a greater height.
    • Border Settings:
      • Thickness: Select how many pixels thick you want the border around the blank space to be. Select from 1px, 2px, or 3px.
      • Color: Enter the hex code for the color you want for the border or click the color picker () to select a color from the palette.
      • Select which sides of the space you want to have a border:

        (No border), (Left side), (Top), (Right side), (All four sides)

      After you finish configuring the space, click Set.

    If you want to return to the Add Space window later, click the gear () in the top right corner of the space.

    New VisualAdds a visual saved in the Visual Gallery to the report.

    Select the visuals that you want included in the report:

    1. In the Visual Gallery window that opens, click Add next to any visuals you want to add to the report. You can add multiple visuals at one time.
    2. Click Done.

    Configure the visual's settings:

    • Text: In the text box, enter the title that you want displayed at the top of the chart or table. Use the text formatting available to format the title: alignment (left, center, or right), bold, and italics. By default, the name of the chart or table is displayed and it is aligned left.
    • Insert a formula: Optionally, enter a formula for Date (the date the report was generated), Time (the time the report was generated), or DateTime (the date and time the report was generated) in the text box. Select the formula you want from the drop-down menu and click Insert.
        By default, it is added at the end of the text, but you can copy and paste the formula to a different location in the text if needed.

      The date is formatted in mm/dd/yyyy (month, day, year) and the time is formatted in hh:mm:ss (hours, minutes, seconds).

    • Font size: Select the font size for the text that you entered.
    • Font Color: Enter the hex code for the color you want for the text or click the color picker () to select a color from the palette.
    • Border Settings:
      • Thickness: Select how many pixels thick you want the border around the blank space to be. Select from 1px, 2px, or 3px.
      • Color: Enter the hex code for the color you want for the border or click the color picker () to select a color from the palette.
      • Select which sides of the space you want to have a border:

        (No border), (Left side), (Top), (Right side), (All four sides)

      After you finish configuring the visual, click Set.

      If you want to return to the Settings window later, click the gear () in the top right corner of the visual.

    New TextAdds text to the report.

    Configure the text's settings in the Settings window:

    • Text: In the text box, enter the title that you want displayed. Use the text formatting available to format the title: alignment (left, center, or right), bold, and italics. By default, the text is aligned left.
    • Insert a formula: Optionally, enter a formula for Date (the date the report was generated), Time (the time the report was generated), or DateTime (the date and time the report was generated) in the text box. Select the formula you want from the drop-down menu and click Insert.
        By default, it is added at the end of the text, but you can copy and paste the formula to a different location in the text if needed.

      The date is formatted in mm/dd/yyyy (month, day, year) and the time is formatted in hh:mm:ss (hours, minutes, seconds).

    • Font size: Select the font size for the text that you entered.
    • Font Color: Enter the hex code for the color you want for the text or click the color picker () to select a color from the palette.
    • Border Settings:
      • Thickness: Select how many pixels thick you want the border around the blank space to be. Select from 1px, 2px, or 3px.
      • Color: Enter the hex code for the color you want for the border or click the color picker () to select a color from the palette.
      • Select which sides of the space you want to have a border:

        (No border), (Left side), (Top), (Right side), (All four sides)

      After you finish configuring the text, click Set.

      If you want to return to the Settings window later, click the gear () in the top right corner of the text element.

    New ImageAdds an image to the report - for example, a logo.

    Configure the image's settings in the Settings window:

    • Size: Select either Original Size to maintain the image's size or Fit to Size so the image's size is automatically reduced or enlarged to fit the size of the space on the report.
    • Image Alignment: Select how you want the image aligned in the column it is placed in:

      (left), (center), (right)

    • Select where you want to retrieve the image from:
      • Image URL: Enter the URL to the image.
      • Upload Image: Click Choose File and navigate to the image on your computer.
      • Choose uploaded: Select from the images that you've previously uploaded.
    • Border Settings:
      • Thickness: Select how many pixels thick you want the border around the blank space to be. Select from 1px, 2px, or 3px.
      • Color: Enter the hex code for the color you want for the border or click the color picker () to select a color from the palette.
      • Select which sides of the space you want to have a border:

        (No border), (Left side), (Top), (Right side), (All four sides)

      After you finish configuring the visual, click Set.

      If you want to return to the Settings window later, click the gear () in the top right corner of the image.

    New LinkAdds hyperlinked text.

    In the text box, enter the title that you want displayed and hyperlinked. Use the text formatting available to format the title: alignment (left, center, or right), bold, and italics. By default, the text is aligned left.

    • Font size: Select the font size for the text that you entered.
    • Font Color: Enter the hex code for the color you want for the text or click the color picker () to select a color from the palette.
    • URL: Enter the link to the website that you want opened when someone clicks the text.
    • Target: Select whether you want the website opened in the Same Browser Tab or a New Browser Tab.
    • Border Settings:
      • Thickness: Select how many pixels thick you want the border around the blank space to be. Select from 1px, 2px, or 3px.
      • Color: Enter the hex code for the color you want for the border or click the color picker () to select a color from the palette.
      • Select which sides of the space you want to have a border:

        (No border), (Left side), (Top), (Right side), (All four sides)

      After you finish configuring the text, click Set.

      If you want to return to the Settings window later, click the gear () in the top right corner of the link element.

    New PDF LinkCreates a link to download the report as a PDF.

    In the textbox, enter the text that you want displayed below the PDF icon on the report. When clicked, the report is downloaded as a PDF. The default text is Download as PDF.

    • Font size: Select the font size for the text that you entered.
    • Font Color: Enter the hex code for the color you want for the text or click the color picker () to select a color from the palette.
    • Page Size: Select what size you want the pages of the PDF to be.
    • Orientation: Select a page orientation: Landscape or Portrait.

      Note: There is currently a known issue with orientation where the PDF is in Portrait regardless of the orientation selected.

    • AutoFit: Select True if you want the elements of the report to be fitted to the page size selected. Select False if you want the elements to maintain their size. Please note that if you select False, some elements may not appear completely on the page.
     When the report is converted to a PDF document, the report name, link to the PDF, and the Design/View tabs are removed. You may want to include a text element at the top containing a title for the report.

     

After you've designed the report, you can schedule it to send to designated recipients. Go to the home page and locate the report in the list to schedule it. See Scheduling Reports and Dashboards in Historical Reporting for more information.


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