Page Comparison

3.1       Getting Started

1.  Click on the Analytics icon in the main toolbar.
   
   
   
2. This will display the Dashboard page. Click the Create menu item and then Report.
   
   
   
3. This will take you to the New Report pop up window.
   
   
   
4. If you don’t want to automatically save your report, toggle Ad Hoc on. Otherwise move to view selection.
   
   
   
5. Select the view that contains the data you need. The custom views for your system will be listed by default. Hover over a view name and select More Details to see details about that view.
   
   
   
6. You can also search for a view by keyword, or open the Advanced options to browse the available data sources, categories and types.
   
   
   
7. Click on the required view name to proceed with building your report. Note that you can’t change your view once you have proceeded past this point.

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3.2       Data Step

This will take you to the Data step.

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• Sections enable to break the report down into small, easy to read parts. 
• Filters allow you to limit the results of the final report using any reportable data.  In addition, you can apply standard formulas to the Filter (Sum, Count, and Average). The filter will allow the end user to be able to choose which data will be presented in the report, without changing the actual Report.
• Analysis Style is an advanced option to connect your report with other related reports.
• Report Data allow you to limit the number of rows (results) returned as you build and run the report.
• You can also turn Auto Refresh off if your report is likely to return many results and may be slow to run.

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3.3       Adding Data

Ok, now we know the components, let’s build the report.

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1. • Sort - ascending or descending
   • Format - edit name and style, conditional formatting (see Formatting Data below)
   • access Advanced Functions - browse through these if you need a more advanced calculation to see if one meets your requirements
   • Group Data - display different related values as the same answer
   • Add Filter - add chosen field as a filter
   • Hide Field - from report if it is not needed to be visible but needed for a function
   • Delete - from report if it is not needed to be visible or for a function

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3.4       Formatting Data

1.  To change how data or columns are formatted, click on Format againstthe relevant column (outlined above) or click the following icon in the top menu.
   
   
   
2. Click on the field/column you’d like to format. You can change a range of filter settings here:
   • column title
   • column format
   • show or hide field
   • suppress duplicates - leave this turned off unless you have a specific reason to turn on. Duplicate values are combined from the left most column first.
   • sorting
   • how data is displayed
   • borders
   • summary
   

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