Creating a new report

When creating a report, you can either select a pre-defined report type or create a custom report using any of the fields.

1. Click Create a new report from the Reports tab.
2. You can now see the report editor.
   • To create a pre-defined dashboard, click and drag one of them onto the report area. This will automatically generate a report with several charts dependent on which one you choose.
   • To create one of the pre-defined reports, click and drag one of them onto the 'drag report type here' field above the chart.
   • To create a custom report, drag and drop fields onto the filters, entity, series and x-axis.
   Tip: Any area that a particular field can be dropped onto will be highlighted gray.
3. If you choose to create a pre-defined or custom report, select a layout. Your layout can represent up to four different charts.
4. Apply any filters you want to be available for the report.
5. Now choose the scale of the timeline (Days, weeks, months or years).
6. Next, choose the graph type you want to use (stackbar, sidebar, pie or line graph).
7. Once you are finished customizing your report, replace '*new report*' with an appropriate name and click Save.