Easy Insight Logo
Easy Insight Logo
Call 1-(720)-316-8174


Getting Started with Reports:
Once you have created a data source, you can start building custom reports on it. From the Home page, choose the data source you want to build a report on. Click on the "Create" button and choose "Create Report" from the dropdown. This action will pull up the report editor screen.
Building a Basic List Report:
Once in the report editor, you can start building your report by clicking on the "Choose Field" button. You'll be prompted to choose the field you want to add from the list of fields on your data source. There are three basic types of fields you can add to your reports: Grouping - grouping fields are text types such as Project Name, Customer, and Responsible Party. Measure - measure fields are numeric, measurable quantities such as Revenue or Count. Date - date fields such as Order Date or Due Date. It's worth noting that numeric fields like Customer ID will be Groupings, not Measures--they are numbers, but they are not numbers that should sum or average. As you add fields to the report, it'll automatically retrieve data and render the report for you with each field as a new column. (If your report editor is set to manual run mode in Datasource Configuration, you'll click the "Run" button to see the report update.) You can drag columns around to reorder the fields or click on column headers to sort the data.
Report Fields
Above the report canvas, you'll see what we refer to as the report fields. For example, with a list report, you'll always see on report field labeled as 'Choose Field.' If you click on the field name in the report field, you can choose to remove the field from the report. You can also choose "Edit Field Properties" from the drop down list to pull up the Field Edit window. Within this window, you can edit various field attributes such as alignment, field type, and aggregation.
Saving the Report
Once you're happy with your report, click the Save button in the upper left corner of the screen. Give the report a name and click Save. Click on the Close Editor button (far left) to close the report editor. Use the Save As button to maintain your existing report, while tweaking details or visualizations to create a new report. For example, you may be working with a list report that you'd also like to see in a chart format. Open your original list report, change your report type, then use the Save As feature to create your new chart.
Reopening the Report:
You'll now see the report displayed in the list of reports for the data source. Click on the report name to view the report in the End User view mode. This view provides a simplified display of the report designed for your viewers. Click the Edit Report button from the menu to jump back into the report editor.
Changing the Report Type
In the report editor, click the Report Type button. From this window, you can change the report type. By default, reports are Lists, which can be found under the Grid category. Try choosing the Bar Chart option from the Chart category. When you change the report type, you'll see that the report field boxes change according to the specific configuration of the type selected. With a bar chart, you'll start off with one Grouping (for the X Axis) and one Measure (for the Y Axis), since a bar chart defaults to the total of the selected Measure/s by each value of the Grouping. To customize the report, try choosing a different Grouping as the X Axis and a different Measure.