Advanced Reports & Metrics
(→Filtering Dynamic Reports) |
(→Filtering Dynamic Reports) |
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Non-number report filters are dynamic and will depend on the report that you set up. That is, the fields that are displaying on the report. | Non-number report filters are dynamic and will depend on the report that you set up. That is, the fields that are displaying on the report. | ||
| − | Take for example a line graph based off a report of hires broken down by department. The X-axis displays the years and the Y-axis displays the number of employees. There are different coloured lines representing the varying departments. | + | Take for example a line graph based off a report of hires broken down by department. The X-axis displays the breakdown of years and the Y-axis displays the number of employees. There are different coloured lines representing the varying departments. Towards the right of the chart is a colour coded breakdown defining each line into the different departments. |
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# By clicking the filter button located on the top right of the widget, a light box will appear allowing you to apply filters. | # By clicking the filter button located on the top right of the widget, a light box will appear allowing you to apply filters. | ||
| − | # You will be able to filter down the years and | + | # You will be able to filter down the breakdown of the years to display a more specific timeline including a "From Year" and a "To Year". E.g. 2010 (From Year) to 2021 (To Year). |
| − | # Click "Confirm" to save down the filters. The light box will close and the filters you set will | + | # You can then specify particular departments to look at. You can check the "All" checkbox to display all departments. Otherwise by unchecking this, the full list of departments will display and specific departments can then be selected from this list. E.g. Uncheck "All". Select "Operations" and "Sales" department values. |
| + | # Click "Confirm" to save down the filters. The light box will close and the updated graph will appear. | ||
| + | # The filters you set will now apply and display on the updated filter. From the examples given above, the line chart will display a breakdown of hires made by the "Operations" and "Sales" departments between the years 2010 and 2021. | ||
| − | + | Note that the filters you apply will be stored on the dashboard until you move to another menu item or log out. | |
==Numbers Only Reports (Fixed)== | ==Numbers Only Reports (Fixed)== | ||
Revision as of 05:41, 23 March 2021
Advanced Reports & Metrics
The Advanced Reports & Metrics dashboard will display selected reporting output such as graphs and numbers reports. You can have up to 12 reports on the dashboard and these can either be a
- Line chart
- Bar chart
- Vertical Bar Chart
- Pie chart
- Donut chart
- Numbers report
If not used, they will sit there as an empty reporting widget with a large "+" icon. Clicking this will allow you to select the reporting graph you'd like to include.
Filtering Dynamic Reports
Non-number report filters are dynamic and will depend on the report that you set up. That is, the fields that are displaying on the report.
Take for example a line graph based off a report of hires broken down by department. The X-axis displays the breakdown of years and the Y-axis displays the number of employees. There are different coloured lines representing the varying departments. Towards the right of the chart is a colour coded breakdown defining each line into the different departments.
- By clicking the filter button located on the top right of the widget, a light box will appear allowing you to apply filters.
- You will be able to filter down the breakdown of the years to display a more specific timeline including a "From Year" and a "To Year". E.g. 2010 (From Year) to 2021 (To Year).
- You can then specify particular departments to look at. You can check the "All" checkbox to display all departments. Otherwise by unchecking this, the full list of departments will display and specific departments can then be selected from this list. E.g. Uncheck "All". Select "Operations" and "Sales" department values.
- Click "Confirm" to save down the filters. The light box will close and the updated graph will appear.
- The filters you set will now apply and display on the updated filter. From the examples given above, the line chart will display a breakdown of hires made by the "Operations" and "Sales" departments between the years 2010 and 2021.
Note that the filters you apply will be stored on the dashboard until you move to another menu item or log out.
Numbers Only Reports (Fixed)
For numbers only reports, the filters you apply will be based off a fixed set of fields. See table below. You can set these filters by selecting the filter icon located on the top right of the reporting widget.
| Field Name | Description |
| Functions | The function value will be applied to the main number in the report. |
| Duration | This refers to the timeframe of the report. |
| Period | This refers to the period you would like compared with. |
