Reports

A report is a page of tables, charts and tiles built on one data model. This page covers reading a report, building and editing one, and publishing and organising reports.

Read a report

1. Open the Reports tab and click a report. Reports are listed in groups; use Search reports to find one.
2. Use the selectors under the title, such as Entity, Year and Period, to choose what the report shows.

To	Do this
See the detail behind a row	Expand the row, where the table offers it.
Sort a table	Click a column header, where the report’s author switched sorting on.
Change the scale or decimals	Use the scale and decimals dropdowns, in reports that include them.
Take a table to Excel	Choose Export to Excel on the table.

Create a report

You need the Editor role or above.

1. On the Reports tab, choose Create report.
2. If the workspace has more than one model, pick the Model of the new report.
3. Select a group, or choose Create new group, then choose Continue. The report editor opens.

Reeve and Claude can also build reports for you.

Build and edit a report

To edit an existing report, open it and click the pencil (Edit Report Layout).

1. Click the title to rename the report.
2. Choose + Add Row to add a row.
3. In an empty column, pick a component under Add Component.
4. Click a component to set it up in the Component Configuration panel.
5. Set up what the component shows in the List Configuration panel.
6. Choose Save to save and carry on, or Save and Exit to return to the report. Undo takes back the last change. Cancel discards all changes and exits.

Component	What it shows
Table	Rows and columns of figures.
Pie Chart	Shares of a total.
Bar/Line	Bars, lines or both, such as a trend over months.
Waterfall	How a figure moves from one value to another.
Funnel	Stages that narrow from one to the next.
Tile	One headline figure (a KPI), or a variance, trend line, gauge, rank or bridge.
Scale	Dropdowns for scale and decimals.
Nested Row	A row inside a column, such as a detail panel that follows the row selected in a table.

Lists

A list decides which items appear as the rows or columns of a component.

• A fixed list holds the items you choose: data items, calculated items (such as a sum, a ratio or a variance) and header items.
• A dynamic list follows the hierarchy, for example the children or descendants of a member, or a rolling range of periods.

Selectors

In the editor, the bar under the title shows the report’s selectors, such as Year and Period. Drag them to reorder, click one to change its settings, use × to hide one and + to show a hidden one.

Versions

The Version History panel lists a report’s saved versions. Click one to preview it. Power users and admins can choose Restore this version.

While the editor is open, the menu is locked. Save or exit the editor first.

Publish and organise reports

A new report is a draft. A draft is visible to its author and to power users and admins. Publishing makes it visible to every member of the workspace.

Open More options next to a report:

Action	What it does
Publish / Unpublish	Makes the report visible to every member, or turns it back into a draft.
Clone	Makes a copy of the report.
Move to…, Move up, Move down	Moves the report to another group or changes its place in the group.
Export	Downloads the report’s definition as a file.
Delete	Deletes the report.

Open Group actions next to a group to add a report, or to rename, move or delete the group. A group must be empty before you can delete it.

Who can do what

Role	Reports
User	Opens published reports.
Editor	Also creates drafts, and edits or deletes their own drafts.
Power user	Also sees all drafts, edits and deletes any report, publishes, clones and moves reports, manages groups and restores versions.
Admin	Also imports a report from an exported file.