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Editing a report

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Adapt to dynamic needs and continuously improve your reporting capabilities by modifying your reports. You can change the way your report displays information or filters data for different audiences.

  1. If App Studio is not in Preview mode, in the header, click Preview application.

  2. In the header of App Studio, select the portal in which you manage reports.

  3. In the navigation pane, open the Report Browser by clicking Reports.

  4. Select the reports that you want to view:

    • To view your custom reports, click the My Reports tab.
    • To view all available reports, click the All reports tab.
  5. Click a report to edit.

  6. In the upper-right corner, click Edit report, and edit the report:

    Choices Actions
    Change the report title At the top of the Report Editor, in the text field, enter a new report title.
    Add a column to the report From the Data Explorer section, drag the column next to an existing report column.
    Remove a column from the report
    1. Hover over the right side of the column, and then click Open Menu.

    2. Click Delete.

    3. In the Delete Column Confirmation modal dialog box, click Submit.

    Change the column heading
    1. Hover over the right side of the column, and then click Open Menu.

    2. Click Heading.

    3. In the Column heading field, enter the column name, and then click Apply changes.

    Format the column values
    1. Hover over the right side of the column, and then click Open Menu.

    2. Click Format.

    3. In the Format values field, enter appropriate value, and then click Apply changes.

    Sort the column values
    1. Hover over the right side of the column, and then click Open Menu.

    2. Click Sort.

    3. If you want to display values in ascending order, click Lowest to highest.

    4. If you want to display values in descending order, click Highest to lowest.

    Add a chart to the Summary or Chart report type
    1. Click Add chart.

    2. Click All chart types.

    3. In the Select Chart Type modal dialog box, click a chart type that you want to include in the report.

    4. Click Submit.

    5. From the Available columns section, drag the columns into the chart.

    6. Click Apply changes.

    Edit the report chart
    1. If a chart already exists, click Edit chart.

    2. Click Title to change the chart title.

    3. Click Color settings to customize the chart colors.

    4. Click General settings to set general chart settings.

    5. Click Apply changes.

    Filter the columns content
    1. From the Data Explorer section, drag the filter into the Drop column to add Filter box.

    2. In the Edit filter section, set filter options, and then click Apply changes.

      For more information about filter conditions, see Editing filter conditions.

    Switch between simulated and actual data Depending on your business need, click Actual data or Simulated data.
    Designing a report with simulated data avoids repeated database queries while you edit the report, allowing for faster changes.
  7. Click Done editing.

  • Report Editor

    Report Editor provides options for managing the content of reports. You can update reports with specific columns to meet your business needs. For example, in a report that lists resolved cases, you can insert a column that contains information about exceeded deadlines to identify areas that require improvement.

  • Data Explorer

    Data Explorer displays properties and calculations that you can include as columns to conveniently create comprehensive reports that meet your business needs. For example, in a report that lists resolved bugs, you can add a column of information about the time spent resolving the bugs, to analyze team performance.

  • Modifying list reports

    Manage the appearance and content of list reports by modifying the column settings in the Report Viewer. For example, you can filter the content to display in columns, sort the data, or adjust column widths to make the most relevant data easier to see.

  • Modifying summarized reports

    Adjust the appearance and contents of summarized reports by modifying the column settings in the Report Viewer. For example, you can specify the format of values, or change the column width.

  • Adding filter conditions

    Decide what data you want to present in your reports by adding filter conditions that provide options to display only relevant information. For example, you can filter a report to display sales from a specific year, to analyze purchase tendencies over time.

  • Adding or editing charts in the Report Editor

    Display a graphical representation of the report data by adding a chart to the report in the Report Editor. For example, you can include a chart to make the report more readable by featuring specified data sets.

  • Removing charts in the Report Editor

    Save space by removing redundant charts from summarized reports in the Report Editor. For example, you can remove a chart when you delete the data that the chart uses.

  • Converting a list report to a summarized report

    Analyze the numerical data to discover the number of particular events in an application by converting a list report to a summarized report. For example, you can summarize the total number of user IDs in the application.

  • Converting a summarized report to a list report

    Make your report more readable and your data analysis more efficient by displaying the summarized columns of a report in the form of a list. For example, you can view a list of all open cases to verify the remaining workload.

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