Managing reports and folders
New report
-
Navigate to the
Reports
tab at the top band and click
New
Report.
-
Fill in the details,
-
Name
: Enter a name for the report.
-
Description
: Enter a short description of the report.
-
Form
: Select a
form for which the graph must be plotted.
-
Folder
: Select a folder to place your report. If no folder is chosen, the report will be classified under
Other Reports.
-
Plot Option
:
-
Report
for
: This field provides the value for the first dimension (Y axis in the case of vertical graphs) of the graph.
-
Plot
for
: This field provides the value for the second dimension (X axis in the case of vertical graphs) of the graph.
-
Group by
: This field provides values for the advanced dimension of the graph. The report will be grouped according to the value given in this field.
-
Criteria filter
: You can further scrutinize your report by choosing a criteria. Once saved, the report will be plotted according to this criteria.
-
Criteria filter will display only the field labels associated to the selected form.
-
Click
Save.
You can further refine your reports by choosing a
Card
Date
and
Report
Period
from the dropdown at the top.
-
If the value selected in plot for field relates to a date or time, frequency of the graph can also be plotted.
-
If the report is
plotted
for
average or actual
card
transition time,
the
Plot
Option
will be set to
Transition
by default.
-
To generate reports for average or actual of
Card through stage
or
Card duration in stage
, choose
Stage
in either
Plot For
or
Group By
columns.
Explore some benefits, and business scenario for
Custom Reports
in Qntrl.
Learn to create trend analysis reports in Qntrl.
Edit/delete report
-
Navigate to the
Reports
tab and click
to view a pop-up.
-
To edit the report, make the necessary modifications and click
Save.
-
To delete the report, click
in the top-right corner. Confirm your action.
Add folder
-
Navigate to the
Reports
tab and click
Add Folder
in the bottom-left corner.
-
Give a name to your
folder
and press enter to save.
Edit/delete folder
-
Navigate to the
Reports
tab and mouse over the
folder
name
to view
.
-
To edit your
folder
name
, click the icon and select
Edit.
Make the changes and press enter.
-
To delete your folder, click the icon and select
Delete.
Confirm your action.
Other reports
Reports that are not classified under specific folders fall under Other Reports. Navigate to reports to view the list of
other reports
in the left panel.
Chart Options
-
Navigate to the
Reports
tab and click
.
-
Select
Chart Options
from the dropdown.
-
Chart Type
: Select the type of chart you wish to view.
-
Plot Frequency
: Choose the frequency (daily, weekly, monthly, or yearly) that the report needs to be plotted in. This option appears only if the
Plot For
field of the report is filled with a date or time field.
Filtering reports
-
Navigate to the
Reports
tab and click
.
-
Select
Filter
from the dropdown.
- Choose one or more categories to filter and click Find.
Navigate to cards from reports
You can navigate to corresponding cards right from the reports. Mouse over the graph and click on it to navigate to the related card.
The criteria of the report can be viewed from the card page. You can also add filters to this view and save the applied criteria and filters as a new
custom view.
Note:
-
When a graph is plotted based on the transition owner, navigation to the card is not possible.
-
When reports are generated for average, actual, maximum, minimum, and sum of any field other than custom integer or decimal fields, navigation to the card is not possible.
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If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
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