Creating reports in TrueSight Smart Reporting

In TrueSight Smart Reporting - Platform, you can create the following type of reports:

• Tabular report- Displays the data in the form of tables.
• Charts - Displays the data in the form of graphics and are the graphic equivalent of tables.
• Drill Through report - Displays the summarized and detailed information in a single table. You can click a hyperlink to another report and get a deeper insight into your data. You can create Drill Through reports by creating parent-child relationships between the reports that you want to link. You can link reports by using filters in the child reports.

This section describes how to create different type of reports by using the drag and drop builder. For complete information on this report builder, see Creating a report.

Before you begin

Ensure that the view that suits your requirements has been created. 

To create a tabular report

1. Access TrueSight Smart Reporting.
2. Click  and click Report.
3. Select the relevant view from the list of available 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.
   
   
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. For details on these tabs, see Saving a Report.

7. Click Save to generate and view the tabular report. You can save the report as draft or activate it.
   • Click Draft to save the report in the draft mode. 
   • Click Activate to save and activate the report. The report is now published and ready to use.

To create a chart report

1. Access TrueSight Smart Reporting.
2. Click  and click Report.
3. Select the relevant view from the list of available 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.
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. For details on all chart types, Chart type selection.

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. For details on these tabs, see Saving a Report.

10. Click Save to generate and view the chart report. You can save the report as draft or activate it. 
    • Click Draft to save the report in the draft mode. 
    • Click Activate to save and activate the report. The report is now published and ready to use.

To create Drill Through reports

1. While creating a report, set the filter value to User Prompt. Do the following to set the filter value:
   1. Access TrueSight Smart Reporting.
   2. Click  and click Report.
   3. Select one of your views.
   4. In the view pane, drag and drop a field to the Columns field.
   5. Drag and drop a field to the Filters area. Ensure that you have dropped this field in the Columns field also.
   6. Click the  icon in the field that you dropped in the Filters area.
   7. Hover over Value, and then select User Prompt.
   8. Click Publish.
      
      
2. Create parent-child relationships between the reports that you want to link. Do the following to create parent-child relationships:
   
   1. Ensure the following:
      • The reports that you want to link exists. 
      • You have set the filter values of the reports to User Prompt.
   2. Open the report that you want to use as the parent.
   3. Click Edit, and then click Data.
   4. On the message, click Ok.
   5. In the Analysis style area, click Drill Through. The Related Content tab appears.
   6. Click the Related Content tab.
   7. In the Drill Through area, drag and drop the report that you want to use as the child report.
   8. In the Join Type area, click Drill Through.
      
   9. In the Joins area, in Master Field, select the filter that will be a hyperlink to open the child report.
      Under Child Filter, you can see the filter that you created in the child report.
   10. In Hyperlink field, select the field in the parent report that will be a hyperlink to open the child report. 
   11. If you want to open the child report in a new window, click the Popup New Window option, and click Update.
   12. Publish the report. In the published report, you can see the hyperlink on the field that you selected.
   13. Click the hyperlink. You can see the child report that you joined with the parent report.