Building a Report with the Basic Editor

You can build a report with the basic editor that includes your preferred report metrics. The basic editor does not require XML knowledge.

You can begin to build a report without all subject area data permissions, but to preview the report you must have the permissions associated with the report components you select.

Required system privilege: Add/Edit/View/Delete Reports.

  1. In Reporting and Analytics, click the side navigation menu, click Reports, click Builder, and then click Add Report.
  2. Enter the report name and description, and then click Add.
    The creation method field is set to New by default. Other options include:

    • Copy: replicates an existing report.

    • Sample: shows a sample report with examples of the report components.

  3. Review the Publish Details information that will appear on the report preview when published.
    1. Select the Report Category. You can select any existing core report category, depending on the use case of the custom report.
    2. Enter a Report Name.
    3. Enter a Report Description.
    4. Enter Report Tags.
  4. The Basic editor is selected by default.
  5. Click Add and then select the type of component or click the report component icon.
  6. Enter component details:
    Report Component Details

    Table

    1. Name the table.

    2. Select a Subject Area, this selection will populate the table column options.

    3. Select a column from Add a Table Column and click Add. Repeat this process to add more columns. You can also rename the default column names and adjust the order in which they appear.

    4. Select Sort by Column.

    5. Click Apply.

    Bar or Line Chart

    1. Name the chart.

    2. Select a Subject Area, this selection will populate options in the other fields.

    3. You can adjust the layout of the bar or line chart by selecting the Measure Type, Chart Type, and Y-Axis Type.

    4. Select the Aggregation, Attribute, and Measure or measures.

    5. Select the Style to determine the chart type.

    6. Click Apply.

    Pie Chart

    If selecting a pie chart, negative values do not appear in pie charts created with the basic editor. Use the advanced editor if you want to include these values.

    1. Name the pie chart.

    2. Select the Aggregation, Measure, and Series.

    3. Click Apply.

  7. Add another report component or move to the next step.
  8. Click:
    • Save and Run Preview: to review the report and publish.
    • Save: to publish the report later.
    • Save As: to create a working copy of new changes, but do not want to make permanent changes to the existing report. This action creates a new report with your changes and does not make changes to the original report.
  9. Click Publish if the report is complete or click Definition to edit the report.
  10. Review the card preview information and then click Publish.

Parent topic: Building Reports