We have updated our Reporting tool with a new easy to use interface. This article aims to provide you with a brief overview of the new menu used to build and edit Reports.
You will now see a full-screen menu that walks you through setting up your Report while giving you greater context about the options available. This menu uses the same style we added to the Summary Listing earlier this year. To get started using Reporting, navigate to a group and chose the page icon on the toolbar:
Per the instructions on the page, you can choose a saved Report to Run or Edit, or create a new Report. For this example, let’s build a new Report. Clicking the “New Report” button at the top right will bring us to the Report Sections page:
Each Report is built using at least one Section. Each Section is initially created with defaults for the Name, Layout, Duration, Sort Order, and Type of Data. You are free to change these at any time, though we advise you to set these options from the beginning if possible. Once you’ve defined these choices for the Section, click the “Edit Contents” button to move into building the Section:
You will be taken to the Select Contents page, where you can choose Groups, or Devices to include in your Report Section. Options to filter, or show the currently selected items are available at the top right of the menu. Once you’ve made your selections, click the “Select Data” button at the bottom-right to move on to the next step:
On Select Data, you will choose the data series and attributes you want to see in the Report. You can use the Filter, or “View Selected Data Values” to narrow the list of available data series. Once you’ve selected at least one data series, the “Data Options” button will be enabled at the bottom-right, prompting you to the next step:
On the Data Options page, you will choose how you would like to see the data for each data series represented in the Report. Once you’ve selected the options you want to use for each series, the “Preview” button at the top-right will become active, allowing you to see what the final result will look like with the current options. The “Format Data Series” button will also be enabled at the bottom-right:
On the Format Data Series Page, you can use the drag-and-drop handles on the left side of each Data Series to rearrange their order. You can also add an Optional Display Name for each Series or Attribute you’ve included in your Report. Clicking the “Report Sections” button at the bottom-right will complete the configuration for the Section:
Back at the Report Sections page, we can now edit the options for the Section, add additional Sections, or choose to save our Report. Notice the “Save As New” button at the bottom-right is now enabled:
Choosing the Save option will prompt you to give the Report a name:
Once you save the Report, the system will close the menu and automatically run the Report:
Our goal with this update is to make Reporting more accessible for everyone. We invite you to build new Reports and let us know what you think of the experience. Feedback from our users helps us build better tools that help everyone get more value out of the application. Please visit this page and send us a message. Our Support team will get back to you promptly.