1. User Guide
  2. Analysis Reports
  3. Create a New Analysis Report

Create a New Analysis Report

  1. From the Reporting Menu Bar select New/Create > Analysis.

  2. Search and Select the Subject Area for your new Analysis Report.

  3. To add and configure columns for the report:

    1. On the Criteria tab, find the columns you want to add to the report in the Subject Area pane.

    2. Drag and drop the columns to the Selected Columns pane.

    3. To configure the sorting order for a column, click the configure icon, select Sort, and then select the sorting method.

    4. To configure filters for a column, click the configure icon, select Filter, and then configure the filter for the column.

  4. To add a filter for a subject area element that is not a column in the report:

    1. On the Criteria tab, click the Create a filter for the current Subject Area button in the Filters pane.

    2. Navigate to the subject area element by which you want to filter, and then click OK.

    3. Configure the filter settings, and then click OK.

  5. To configure the aggregation rule for a column:

    1. On the Results tab, click Edit View to open the Layout pane.

    2. In the Columns and Measures section, click the configure icon for a column, select Aggregation Rule, and then select the aggregation rule that corresponds to the Column Aggregation configuration element.

  6. To add and configure prompts for user input when running the report:

    1. On the Prompts tab, click the New button.

    2. Select the type of prompt you want to add.

    3. Configure the prompt, and then click OK.

  7. To configure the prompt form:

    1. On the Prompts tab, click the Edit button in the Display pane.

    2. Configure the form, such as by setting the title and information text to show with the user input prompts, and then click OK.

  8. Click Save to save the report or Click Save As to Save and rename the existing report to extend the report for further analysis. Reports can be saved in your personal My Folder. To share a report with other users, save to a folder under the Organization folder in the Shared Folders.

    Saving directly to the Shared Folder or creation of new folders in the Shared Folders is not permitted. New folders can be created under the Shared Folders > Organization folder only.