Creating reports

You can use the TrueSight Smart Reporting views to create a tabular report or a chart report. Each view contains a list of folders and fields for your report.

To create a tabular report

1. Launch TrueSight Smart Reporting from your component.
2. Click  and click Report.
3. Select one of your component views.
4. In the view pane, expand the folders to view the fields for the report.

5. Drag and drop the required fields in to the Columns field. If you want to filter the report after you generate it, drop the fields in the Filters section also.
   

   Click here to view best practices...

   Best practice

   • Use date filters while creating reports, so that your report retrieves limited data.
   • In the Report Data area, enter a numerical value in the Preview Row Limit field to limit the number of rows visible in the report. However, be aware that this might truncate the data if the number of rows in the report exceeds the value that you specify.
     
   • If you are creating a report for large data, turn off the Auto Refresh feature to ensure that the report does not refresh every time you add or remove a field. You can turn off the Auto Refresh feature from the Report Data area.
     
6. Click Publish. In the Save Report window, do the following:
   • Enter a name and description for your report.
   • If required, use the Add tags field to add tags. Tags are useful to search for reports after you generate them.
   • In the Report Access area, select Public or Private.
     If you select Public, all users on the tenant can access the report.
     If you select Private, you can see the User Access tab. Use this tab to specify the users who will have access to the report.

   • If required, use the Distribution, Report Settings, and Refresh tabs. To know more about the tabs, see Saving a Report(https://wiki.yellowfinbi.com/display/user80/Saving+a+Report).

7. Click Save to generate and view the tabular report.

To create a chart report

1. Launch TrueSight Smart Reporting from your component console.
2. Click  and click Report.
3. Select one of your component views.
4. In the view pane, expand the folders to view the fields for the report.

5. Drag and drop the required fields in to the Columns field. If you want to filter the report after you generate it, drop the required fields in the Filters section also.

   Click here to view best practices...

   Best practice

   • Use date filters while creating reports, so that your report retrieves limited data.
   • In the Report Data area, enter a numerical value in the Preview Row Limit field to limit the number of rows visible in the report. However, be aware that this might truncate the data if the number of rows exceeds the value that you specify.
     
   • If you are creating a report for large data, turn off the Auto Refresh feature to ensure that the report does not refresh every time you add or remove a field. You can turn off the Auto Refresh feature from the Report Data area.
     
6. Click Charts.
7. Click Auto Chart and then click Select Chart Type to open the Select Chart pane.
    Alternatively, click  in the upper right corner.
   
   
   
8. Select a chart type to use as an output for your report and generate your report.
9. Click Publish. In the Save Report window, do the following:
   • Enter a name and description for your report.
   • If required, use the Add tags field to add tags. Tags are useful to search for reports after you generate them.
   • In the Report Access area, select Public or Private.
     If you select Public, all users on the tenant can access the report.
     If you select Private, you can see the User Access tab. Use this tab to specify the users who will have access to the report.

   • If required, use the Distribution, Report Settings, and Refresh tabs. To know more about the tabs, see Saving a Report(https://wiki.yellowfinbi.com/display/user80/Saving+a+Report).

10. Click Save to generate and view the chart report.