DataEngine’s powerful reporting features make it easy to turn your data into clear and actionable insights. Thanks to flexible customization options and various visualization views, you can create reports tailored to your exact requirements and quickly analyze the information that matters most to you.
DataEngine reports allow you to view data in various formats and views, whether in dashboards or as separate reports.
In this guide, you will learn how to quickly and efficiently create and customize DataEngine reports to better understand your data and make informed, confident decisions.
To create a new report, go to All in the top navigation bar and select Reports from the menu. Then click Create Report in the left-hand navigation.
In the Basic Data section, start by giving your report a name. Next, choose the report module and assign the report to a user. You can also define how many rows of entries should be displayed and how many charts should appear per row.
You can configure your report right below the Basic Data area using three tabs:
- Fields – Choose the fields you want to include in your report.
- Conditions – Define which entries should be displayed in your report.
- Charts – Add charts to visualize your data and analysis.
Once you select a report module, the available fields will appear automatically in the field list on the left. Simply click on a field to add it. Depending on which tab is currently active, the field will be added either to the report fields or to the conditions.
This way, you can easily create customized reports based on the data from your selected modules.
You can choose which fields should be displayed in your report. This allows you to hide irrelevant data and focus on the information that is important to you.
Enabling linking ensures that users can navigate directly to records when clicking on a field. This facilitates navigation and access to additional details.
Setting labels for fields allows you to create more understandable and user-friendly reports. User-friendly labels are displayed instead of technical field names.
Functions allow you to perform mathematical calculations in your report. For example, you can display the sum, count, minimum, maximum, or average value of a field. This is particularly useful for obtaining aggregated data.
You can customize the order of records in your report by specifying sorting based on one or more fields. This allows you to display data in ascending or descending order.
Grouping allows you to summarize data in your report based on specific fields. This is useful, for example, to group records by categories or time periods.
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You can set conditions to filter the records displayed in your report. This includes the operator (e.g., “equals,” “not equals,” “greater than”), the type (text, number, date), and the value.
Activating the checkbox for the parameter allows users to adjust this condition either in the view or set it to a specific value on the dashboard. If “Date Start” or “Date End” is set in the dashboard drop-down list, this condition will be used when a start or end date is defined on the dashboard.
You have the option to add optional charts to your report. To do this, you define fields for the X and Y axes to visually represent data. Charts provide an effective way to identify trends and patterns in the data.
With the powerful reporting features of the DataEngine, you can create customized reports that meet your requirements. This allows you to gain valuable insights into your data and make informed decisions.
