As you have just seen in our Navigating Analytics you can customise your reports to retrieve exactly the data you need. This can be achieved by combining the following:
Filtering tool (what data you see on your reports)
Group By button (how you see it)
Creating Op Specific Reports
Filtering tool
The filtering criteria apply the following logic:
[Site A OR Site B] AND [Status is X OR Status is Y]
As more criteria are added for the same entity (e.g. Place), you will see more results. This is because you will now view anything matching Site A or Site B.
When you add criteria for another entity (e.g. Status), the system will display fewer results. This is because the results must now match either of the Sites and the Status.
Group By
When you apply multiple Group By criteria, the first one you select will be the main one by which the data is organised. As you expand each section, you will be able to see it organised by the second criteria.
Adding/removing columns
Inside the More Options menu (3 vertical dots on the top right corner of the screen) you can click on the Columns button to select the information you would like to be displayed.
The system allows you to alter the order in which the columns are displayed. When hovering over the column's header, you can click on the group of dots next to the title and drag the column to your preferred position. 🔄
Op Specific Reports
If in the Filtering tool you select one Op only, you will be able to build reports specific for that individual Op.
This will display a column for each of the questions in your Op, whilst still maintaining any other configuration you may have set for how you visualise the data.
💡 You can select as many columns as you would like added to your report. You can even select to see columns for specific questions in the Op selected (these will be ticket by default) |
Now that you know how to do all of the above, let's see how you can save your Custom Reports in Reporting!