Advanced Reporting Overview
In the Analytics > Advanced Reporting menu it is possible to view, schedule, and export reports that have been pre-defined as well as manually created. It is also possible to download and upload custom reports to transfer them between environments.
Creating a report
On the top left corner of the Advanced Reporting menu there is a + icon which allows you to select a report type. We recommend creating reports as the type “Advanced Report”. This option provides the most flexibility with configuring the report:
Once the report type has been selected there are two ways to proceed with building the report. The first option is to select categories:
You can drag and drop or double click to select a category. Once a category has been selected you will see that some of the categories on the left panel will become faded. This means that the faded category does not have a direct relationship on the database level with the currently selected categories. In this example the Device category has been selected so it is possible to include other related categories such as Device Hardware Model. Once additional categories have been added they will allow newer related categories to become selected.
Another option for the report is to skip the categories and instead use the “Add SQL” button on the bottom right of the category window. This will open a new window where you can enter a custom DOQL query containing the data that you would like in the report:
This window will require three options:
- Object Name: This is the name of the SQL object. It can not contain spaces and does not reflect the output of the report, it is simply an identifier.
- Query: The DOQL query will be entered in the primary text field. There is a test button on the top right to validate the query syntax.
- Unique Key Fields: This dropdown will dynamically populate from the data in the DOQL query. It is recommended to select a field that will be unique such as a Device ID or the object’s name.
After selecting the categories or applying a DOQL query you will be able to modify the appearance of the report:
The left window will display the available fields to use within the report. This will either display every field within the selected categories or it will display the fields that were referenced in the custom DOQL query. On the top of this panel there is an option titled “Manage Data Objects” which will allow you to add or remove categories or modify the custom DOQL query.
The right window will display the report template. This is formatted into sections that can be modified or removed:
- Page Header: This section will display at the start of every page in the report output. By default the first row will include the report name followed by two blank rows. The second blank row is where you can enter custom column headers.
- Detail: This section is where the data for the report is entered. You can drag fields from the left panel or type in the field name with the format of Category.Fieldname. When the report is run, the amount of rows in the detail section will reflect the count of objects that have been queried.
- There is also a toolbar containing text formatting options, a filtering and sorting setting, general report options, and the option to save and export the report.
Reports can be run to display the data on screen as well as directly exported to a PDF, CSV, RTF, or XLS file:
- The “Email Report” option allows you to directly email the report output as an attachment with a selected file type.
- The “Schedule Report” option allows you to email the report with a custom recurring schedule as well as custom email subject and messages.
Reports can be filtered by any of the fields that exist within the selected categories. If using DOQL for the report it is also possible to apply the filter on the DOQL level instead of the reporting level.
- The top left dropdown will allow you to select different categories to filter by.
- You can drag any field to the right panel to include it as a filter. It is possible to filter on the same field multiple times.
- The right panel will display the selected filters. From this panel you can adjust the order that the filters are applied as well as remove selected filters.
- When a field is highlighted you can adjust the filter type such as “Equal To”, “Contains”, “Is Between”, etc. To the right on this option is a text field where you can include the filter parameter. There is also an option to apply the filter AND the following filter or as OR the following filter.
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