Reports

The DataEngine offers powerful features for creating reports that allow you to visualize and analyze data in various views. In this guide, you will learn how to create and customize DataEngine reports to gain valuable insights into your data.

DataEngine reports enable you to view data in various formats and views, whether in dashboards or as separate reports. After selecting a module, you can choose the desired fields from the left field list. These fields are automatically populated once a module is selected in the module tree. Clicking a field adds it to either the field list or conditions, depending on which tab is currently active. This allows you to create 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.

You can decide whether to display grand totals for specific fields in your report. This is helpful for representing overall aggregated values.

Adding Conditions

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.