Create a Report

To create a report using the Reports sub-system in the Studio module:

  1. Go to Menu > Studio > Reports.
  2. The Reports screen appears. In the My Reports tab, all the reports are displayed based on the permissions that you have been assigned.
  3. Click Create New Report.
  4. In the BASIC INFO screen of the report creation wizard,

    • Enter a Name for your report.

    • (Optional) In the Description field, type additional information related to the report.

    • Click Yes if you want to control access to the report using different permissions for different users.

    • Click Save to resume the chart creation later or click Next to proceed with the chart creation.

  5. In the DATA SOURCE screen,

    • From the Select data source dropdown, choose one of the following sources to query data, and build the report:

      • Query builder - Allows you to select one of the existing queries or create a new query.

      • Hooks - Allows you to select one of the pre-built OOB hooks or create a new hook (Script or REST).

    • Click Save resume the chart creation later or click Next to proceed with the chart creation.

  6. In the CHART CONFIGURATION screen,

    • Click on one of the following reports to Select chart type - PIE, DONUT, BAR, STACKED BAR, GRID, LINE, and METRIC.

    • The fields that appear vary for each chart type, at a minimum, fill in all the mandatory fields.

    • Click Save to resume the chart creation later or click Next to proceed with the chart creation.

  7. In the CHART DRILLDOWN screen, select the checkbox to view more specific layers of the data or information being analyzed.
  8. Select one of the following drill-down types for the chart:

    • Set redirect URL to configure the URL to any page to which the redirection from the chart must happen.

    • Grid to associate the chart to a hook and a workflow.

  9. Click Save & Enable to save the report to the AppViewX system.
  10. The report is added to the My reports tab, it can be enabled or disabled using the toggle button in the Status column.
  11. After the report is created, you can perform one of the following actions on the left-hand pane:

    • Pin the report to a new or an existing dashboard.

    • Set the Interval during which the chart data must be collected. This can be customized to happen once or recursively.

    • Share the report with the various recipients at a specific point of time once or repeatedly.

    • Enable or disable the report using the toggle button.