A project consists of several different types of objects such as reports, documents, filters, prompts, and more. The information below explains what purpose each object serves, and describes how to use the object to better analyze data.
Attributes are the business concepts reflected in the stored business data in a data source. Attributes provide a context in which to report on and analyze business facts or calculations.
Metrics are objects that represent business measures and key performance indicators. From a practical perspective, metrics are the calculations performed on data stored in the database, the results of which are displayed on a report - much like formulas in spreadsheet software.
A filter is the part of a report that screens data in the data source to determine whether the data should be included in or excluded from the calculations of the report results. Filters are helpful in clarifying large quantities of data and only displaying subsets of that data, so reports show users what they really need to see.
For details, see About filters
A prompt is a question the system presents to a user during report execution. How the user answers the question determines what data is displayed on the report when it is returned from the data source.
A template specifies the set of information that the report should retrieve from a data source, and it also determines the structure in which the information is displayed in the report’s results. A template’s structure is the location of objects on the template, such as showing that metrics have been placed in the report’s columns, and attributes have been placed in the rows.
A report is an object that represents a request for a specific set of formatted data from the data source. In its most basic form it consists of two parts:
A report template (usually simply called a template), which is the underlying structure of the report.
The report-related objects placed on the template, such as attributes, metrics, filters, and prompts.
For details, see About reports.
A document contains objects representing data coming from one or more reports, as well as positioning and formatting information. A document is used to format data from multiple reports in a single display of presentation quality. Most data on a document is from an underlying dataset, which is a standard report. Other document items that do not originate from the dataset are stored in the document's definition. Examples of these other items are static text fields, document page numbers, and images. For details, see Running, analyzing, and saving documents.
A control target is one or more attributes, such as a store, cashier, or item. The activity of a control target is measured against the control threshold in a control point report to generate exception results.
A Control Point is a report that identifies a control target, such as cashier, store, or item, and defines a threshold consisting of a single metric with an applied condition. When you run the control point, it creates results that exceed the threshold.
A Control Group is a report that identifies a control target, such as cashier, store, or item, and includes two or more control points with different thresholds. When you run the control group, it creates results that exceed the thresholds in the control points.
For details about Control Targets, Control Points, and Control Groups, see About Controls and Exceptions.
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