Create Reports

SimpleOne allows you to create reports using the Report Designer or directly from a table containing data.

caution

If the amount of data is too large to display, this may prevent the Report Designer from generating reports. Use the condition builder to limit data sampling or try another type of report.

Create a report with the Report Designer

The process of report generation with the Report Designer is conveniently divided into four steps.

1. Navigate to the Reports → Create new menu.
   1. Data – set up the data source with one of the data tables.
   2. Type –  select a type of report you want to create.
   3. Configure – establish the dataset and criteria for analyzing it.
   4. Style – customize the report look and feel using the style settings.
2. Click Save to apply the changes.

note

To navigate through the Report Designer, use the Back and Next buttons or select the subsequent tab after filling in the mandatory fields on the previous tab.

Data

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Follow the steps below to set the data:

1. On the Data tab, fill in the fields: 
   • Name – enter the desired name.
   • Table – select the table you need.
2. To proceed to the next step, click Next or select the Type tab.

Type

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Follow the steps below to set the report type:

1. On the Type tab, select the type for your report.
2. To proceed to the next step, click Next or select the Configure tab.

caution

Note that changing the selected report type is not allowed after the report is created. You can create a copy of the record using similar data but selecting another report type. To do so, complete the steps below:

1. Open the report you need to copy.
2. In the burger menu, click Make a copy.
3. Specify the necessary data for the new report, including the new type.
4. Click Save to apply the changes.

Configure

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Follow the steps below to configure the report:

1. On the Configure tab, fill in the fields determined by the report type selected. The reports of the Bars, Pies, Time Series, and Multidimensional category types have mandatory fields.

   note

   Use the condition builder to establish additional conditions for your report data filtering and grouping. Click the funnel icon to open it.

2. (optional) Select the Add data table checkbox to add data in table format to your report.

   note

   This option is available for reports of the following types: Bar, Pie, Line, Trends.

   

3. (optional) Set the Aggregation type and select the Aggregation column of the source data. The data aggregation allows you to prepare the combined datasets for data processing.

   note

   This option is available for reports of all types except List.

   The available Aggregation type options:

   • Average – counts an average number of the column values.

   • Count – counts the number of entries.

   • Count distinct – counts the number of unique values of the column.

   • Sum – counts the sum of the numeric data values of this table column.

     note

     The Sum and Average settings make sense if the aggregation column keeps the numeric data.

   

4. (optional) Limit the number of data categories displayed with the Groups limit option. It limits the number of categories specified in the Group by field. Enter the number you want and select the Show rest as Other checkbox to show the categories not included in the limit as the last group.

   note

   This option is available for reports of all types except Gauge, Digits, and List.

   

5. Click Refresh to generate a report.

6. To proceed to the next step, click Next or the Style tab.

7. Click Save to save the report.

Style

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Follow the steps below to customize the report:

1. In the Style tab, configure the report style. 

   note

   Each report type defines its own style settings.

   • (optional) In the General panel, use the Drilldown list layout option to configure the view of the data slice drilled down. Click the magnifier icon and, in the modal window, select the desired list view of the source table.
   note

   See Personal list layout if you want to configure the list view.

   

2. Click Refresh to apply the changes.

3. Click Save to save the report.

Create a report from a table

You can create a report via a list layout directly from a table, using a table column as the grouping criteria.

note

Pie and Bar charts are available only for this way of report creation.

To create a report from a table, follow the steps below:

1. Navigate to the table to create a report from.

2. Click the table column that you want to group the data by.

3. Select one of the context options:

   • Pie chart – to generate a report in the form of a pie chart.
   • Bar chart – to generate a report in the form of a bar chart.

   

4. In the Report Designer, customize your report data and its style using the tabs.

5. Click Refresh to see the changes.

6. Click Save to apply the changes.