When you open a report, you are presented with several options that can help you customize and interact with the report data effectively. Understanding these options will allow you to fully leverage the reporting tool's capabilities.
Here’s a breakdown of the options you typically see when you open a report:
1. Reports Path: This shows the navigation path leading to the report you're viewing. You can use it to return to the list of other available reports or go back to the previous screen.
2. Name of the Report: The title of the report. In this example, the report is named "Timesheet Details," but this will change based on the specific report you're viewing.
3. Star Mark (Favorites): You can mark frequently used reports as favorites by clicking the star icon. These favorited reports will be easily accessible under the "Favorites" tab, allowing you to navigate to the reports you use most often quickly.
4. Description of the Report: Each report has a brief description outlining the insights or data you can expect from it. This helps you understand the report’s purpose at a glance.
5. Column Selection: The "Hide Fields" option lets you customize which columns are displayed in the report. You can choose to hide or show specific columns based on your needs.
If any columns are hidden, you’ll see a count indicating how many have been hidden. Toggle the visibility of columns with a simple switch.
6. Filter: The filter option narrows the report data, making it more relevant to your review. You can use operators and values to fine-tune the filter criteria, ensuring you only see the data that matters to you.
7. Density: This feature allows you to adjust the report's display density for easier viewing. You can choose between three options: Compact, Standard, or Comfortable, depending on your preference.
8. Grouped By: Use this option to group the report data based on one or more columns. You can apply multiple groupings to organize the data to suit your analysis.
9. Sort: This option allows you to sort any column in ascending or descending order, helping you quickly locate or prioritize specific data points.
10. Aggregation: For columns that contain numerical values, the aggregation option enables you to calculate totals such as Sum, Average, Minimum, or Maximum, depending on what you need from the data.
11. Report Period: This option lets you define the time period for which the report should display data. You can customize the date range based on your specific reporting needs.
12. Current Report Period: This displays the current reporting period that has been applied to the report. It serves as a quick reference for the timeframe being analyzed.
13. Export: The export option lets you save the report as a CSV or Excel file if you need to download it for offline use or further analysis.
14. Save As New: When you modify a report (e.g., filters, columns, or groupings), you can use the "Save As New" option to create a personalized version. This allows you to save any number of customized versions for future use.
15. Edit Button: If you need to change the current report, click the "Edit" button to modify it. This will open up all editing options so you can customize the report as required. You can follow this article to build custom reports from scratch.
16. Quick Sorting: Use the arrow option to sort on the column itself quickly.
17. Column and Row Count: This section provides an overview of the report's total number of columns and rows. These counts will adjust based on the filters, column selections, and report period you've applied.
Now you can familiarize yourself with these options, make the most of the reports interface, and customize the data to suit your specific needs like a pro!