Building a New Report

To create a new report, go to the main Report page, click the Add icon in the top right, and select Report from the dropdown menu.  

Report Base

A new window will appear, prompting you to base the report on a key measure, dataframe, or an existing report copy. 

If you choose Key Measure, a dropdown menu will appear, allowing you to select a specific key measure fact for the report. If you select Dataframe, a dropdown menu will display all available dataframes. Both menus include a search bar to help you quickly find the key measure fact or dataframe you need.

When basing the report on a key measure, you will also be prompted to select a series to compare it to (e.g., by region). You can also choose a date range. Note that the key measure cannot be changed while building the report, but the series can be adjusted. Once these selections are made, click Create to open a new window displaying the report.

Title and Location

Once the report is created, a new window will open where you can begin building the report. At the top, you can enter a title for the report and select a folder to save it in. If no folder is selected, it will be saved outside of any folders and can be accessed in the “All” tab on the main Reports page. These settings can be adjusted at any time after the report is created.

Key Measure Options

Below the title, you’ll see the fields used in the report. The previously selected key measure fact will appear next to Facts. By clicking the arrow icon next to the Fact Title, a dropdown menu will open with options to Change Unit Type, Filters, Options, and Remove.

The Change Unit Type option lets you modify the unit type (e.g., count, ratio, hours), while the Filters option allows you to apply constraints to the fact’s numerical value.

When you select Filters, a new menu will appear where you can choose the operator (e.g., greater than, less than, or equal to) and enter a value in the text box. Click Apply to add the filter.  

When you select Options in the dropdown menu, you can adjust the decimal precision of the key measure data and choose how null data is displayed (e.g., ***, 0, or N/A). You can also change the title of the key measure as it appears in the report. Note that this only affects the title within the report and does not impact the key measure outside of it.

The final option in the dropdown menu, Remove, lets you delete the key measure from the report.

Field Options

Below the key measure fact section, you’ll see the fields (or dimensions) used in the report. By default, the previously selected field will appear here. Similar to the key measure, you can adjust these fields.

For the date range field, options include adjusting how the title is displayed in the report, as well as adding previous or future periods to the date range. You can also select Use Assigned Sequence, which, for date periods, will display the dates in order. For other fields, the options menu allows you to change the title and use the assigned sequence.

Adding Data

On the left side menu, you can see the selected key measure and its respective facts. If you select Fields at the top of this menu, you can see each of the fields, or dimensions, that can be added to the report. If a dimension has dimension attributes, these can be seen by click on the arrow to the left of their title to expand a dropdown menu to see each of these. Note that if a dimension has attributes, the dimension itself cannot be added to the report, only the attributes.

To add these elements to the report, click and drag them into the fields section. The report will update automatically with the new dimension.

Filters

You can apply filters above the graph to limit the data displayed in the report. This section also includes calendar controls.

To add a filter, click and drag a dimension to the filter section. Once added, click the dimension to open a new window where you can configure the filter settings. At the top of the window, choose whether to include or exclude values.

For categorical dimensions, select values from the list on the right and click the right-facing arrow to apply them. Use the double arrows to move all values at once. A search bar is available to help find specific values.

For numerical dimensions, enter a value and select an operator—options include begins with, equals, ends with, and contains.

Once you’ve set your filter criteria, click Save in the bottom right corner to apply it.

Saving a Report

To save changes to the report, click Save in the top right corner.

You can then access the report from the Reports page in the saved location.

Deleting a Report

To delete a report, go to the Reports page and hover over the report you want to remove. Click the three dots that appear in the bottom right corner, then select Delete.

If you want to make changes instead, select Edit to return to the report building page.