Custom Reports

With this App, you can track Custom reports. This reports enables to view your excel reports to desired format.

Add Custom Report

• Click on Add New Report Button
• Enter your Title Name
• Upload Excel File(Format: .xls, .xlsx, Size: Max 1MB)

Basic format of uploading Excel file

• It should have column header names at the first row.
• Excel must have only one sheet.
• Excel sheet doesn’t have any multimedia objects.

Customizing Report

Customizing report help you get started with all the essentials of the Excel component learn how to manage your business reports and share your results with colleagues. Step-by-step procedures are all you need to begin creating reports right away – no programming skills are required.

Customizing Report some UI Features

• Report Format
• Report Options
• Report Field List

Report Format

1. Format cells
2. Conditional formatting

Format Cells

• Go to the Format tab.
• Select Format cells.
• Select the value which formatting should be changed.
• Set the properties of formatting.
• Apply the changes.

Conditional Formatting

Use the conditional formatting feature to highlight important values and make your report look more personalized.

To apply conditional formatting

• Go to the Format tab.
• Select Conditional formatting. 
• Add a new formatting: choose the measure and conditions by which the cells should be formatted.
• Apply the changes.

Format options

• Go to the Options tab 
• Select the form of your choice.

Compact Form

The compact form is enabled by default. This layout helps keep your data in a neat and concise style.

Classic Form

The classic form suits perfectly those who would like to have an Excel-like user experience.

Flat Form

The flat form displays the data in a non-aggregated view which reflects its original raw structure. It’s the simplest form among the others.

Field List options

• Go to the Fields tab 
• Drag and drop the fields to the Rows, Columns, Values and Report Filters areas.
• Apply the changes.

Update Data

• Click on update data button
• Change your Title Name
• Change your Excel File(Format: .xls, .xlsx, Size: Max 1MB)

Save Option

Using this option we can save the formats as required.

if we made any modifications or format changes , we can save the formats using the save option and you can view the saved format whenever you opened the custom reports.

Save Config Option

Save config options have two metrics

• Select Measure
• Select Date

Select Measure : It will be visible in the column of the custom report

Select Date : It will be visible in the rows of the custom report.

Config save option will changes your format from flat to compact form . If required , we can change the format using “OPTIONS” .

We have to select all the 2 metrics before saving else it will display only row or column

Connect With Analyze

This features enable you to connect with any analyze report. Connect with Analyze has two metrics.

• Select Analyze
• Mapping Column

Select Analyze : You can select any required analyze reports to connect with the custom report

Mapping Column : You have to select the common field from the analyze and custom file to view consolidated custom reports.

In mapping column both the fields should match with each other to get the required reports. Please find the below screenshots for the reference

Add Calculation Value

Using this calculation field, you can add multiple columns with values. Steps are as follows

Step 1: Select Field -> Click on Add Calculated values

Step 2 : Drag the required values and drop it to the display area

Step 3 : Enter the Value name as a heading .

Step 4 : The value name will be displayed as a separate column in the custom report