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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