Creating a report

To create a report:

Steps

  1. Drag up to 2 attributes from the Attributes list to the Grouping field.
    • The Report Builder does not allow you to add more than 2 attributes, nor can you add the same attribute more than once.
    • By default, the report shows the top 10 matches by number of hits. Click an attribute box in the Grouping field to change the grouping data to show a specified number of top results, a specified number of bottom results, or all results.
      Note: Choosing to view all results may mean the report takes a long time to generate.
    • To remove an attribute from the Grouping field, click the “x” icon on the attribute box.
  2. To add filters to the report, drag an attribute to the Filters field.
    1. On the pop-up that appears, use the drop-down list to define how the filter handles the values that you specify. The options available depend on the attribute that you have selected. For example, you may be able to include or exclude values, or state that search terms equal or do not equal your text.
    2. Enter or select the search terms or values that you want to filter on. Depending on the filter, you can:
      • Select one or more check boxes
      • Start typing text that will autocomplete based on data in the system
      • Enter the exact text that you want to use

      For filters where you are including or excluding values already stored in the system, start typing to see a list of potential matches. Then select the option you want from the list. You can add multiple values to the filter.

      Note: A Use free text entry check box is available for filters that use autocompleted text. Selecting this allows you to copy and paste multiple values into the text box rather then entering each one individually. Any autocompleted values already added are converted to free text when the check box is selected, and if the check box is cleared, any free text values are converted to autocompleted values.

      For filters where you enter free text, enter the terms you want separated by commas.

    3. Click OK when done.

      To edit a filter, click its attribute box. To remove an attribute from the Filters field, click the “x” icon on the attribute box.

  3. Click in the Date range field to define the report period.
    • To specify a set period in hours, days, or months, select an option from the Last drop-down list.
    • To specify a particular date range, select the From radio button and use the calendars to choose the required dates. Date ranges include the whole 24-hour period, unless you mark Specify start and end time to enable and edit the times for the report as well as the dates.

    Note that reports are run using your local time zone unless you specify otherwise. Click Done when you are finished.

  4. Click the Update Report button to generate the report.
    Note: The Update Report button turns yellow when you enter or change valid report content, signifying that you can generate a report with the selected criteria.