Creating Smart Reports

Smart reports enable you to embed charts and pivot tables into a report body. These reports show only the data that is relevant to the report section in which they are placed. For example, if the report is grouped by year and you insert a chart in the report body, the chart replicates automatically so that there is a chart for each year of data in the report. Each chart contains data specific to that year.

Tip:

Smart reports are refreshed whenever you reprocess the query. Also, if you change a chart or pivot table in its home section, the Smart report is updated and the changes are reflected in the Report section.

  To embed a chart or pivot in a report:

  1. From Elements, drag a pivot table or chart to either the report group header, page header, footer, or report body.

  2. Size the pivot table or chart by clicking the embedded report until handles are displayed.

    The pointer changes to a two-sided arrow.