How to edit reports

When editing a report record, you will be able to modify the name, select the columns and their order, group by field, apply filters, add graphics, save and export the results.

Edit Name

Click on edit the name of the report.
Introduce a name for your report
Click on to discard the changes. Click on to save the new name.

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Schema

In this section, you can set the columns to be shown in the report, and once done, optionally group the results by some of these column fields.

Columns
Select the metadata fields available in the list of columns.
You can delete any column. Just mouse over it and click on the icon
To order the columns, just drag and drop them to set the preferred order
As soon as you add/delete/modify columns the changes will be automatically refreshed in the report results.
Groups
Select the metadata fields available to group the results by. It is mandatory that the field you want to group by exists as a column in the report.
You can delete any group. Just click on the icon

Only when you are grouping, you will be able to add graphic.

When grouping the report by field, the results will appear like this in the report result

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Filters

In this section, you can apply custom filters for your report, using any of the available metadata fields.

Select a field to filter by
Click on the recently added field to specify the filter condition (operator), that will depend on the field type:

Field types

Conditions

Examples

Texts

Selectors

Dates

If applies, select the Time Zone.
Click on to delete the selected filter. Click on to add the filter condition.
If you want to add more filters, repeat the same previous steps.

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Sort results

You can click on any of the available fields in the columns, to order the results, ascending

or descending

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Report Results

As soon as you are configuring the report, the real-time results will appear here.

Remember that when modifying a report, a limited number of records (maximum 20) will be shown, until you run the report.

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Add Graphic

Only when you are grouping, you will be able to add a graphic to your report.

Upon clicking "Add Graphic", if you are grouping the results of your report, the related graphic will appear

The "Y" axis will show the "grouped by" field
The "X" axis will show the current number of results of the report.
To see the specific number of results, mouse over the corresponding record, for each metadata entity your are grouping the report.
To maximize the graphic, click on . Click on to restore the graphic window.
Click on to change the graphic style of your report. Choose one of the available options:
Bars:
Columns:
Pie:

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Export Report

Click to select the different exporting options. You can export PDF, CSV or your own custom export formats.

Click on "PDF" to generate a PDF with the configuration and the results of your report.

Click on "CSV" to generate an Excel file with the results of your custom report

You can also create your own custom exports for each of your reports that will appear in as available options. For more information, go to Administration >> Custom Export

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