How to create Analytics & Reports?
Admin shall have access to create new Analytics in the platform.
Click on “Design tools” as shown below.
In “Analytics” section, All the existing applications of the platform will be displayed for the admin.
Click on “3 dots” icon to carry out multiple functions of the existing analytics such as editing option, delete option or adding owner as shown below.
To create a new Analytic: Click on “Create” button as shown below.
Provide the details like the Title and Description of the Analytics for future reference.
Also, Provide the owner and users or groups who would have access to only view the analytics.
Select the Data Source Application (From which you can add attributes & values in X & Y axis to generate analytics & reports based on your requirement).
You can select the Analytic type from the dropdown as shown in below image.
Upon selecting ‘Chart’ as Analytic type, please select the Chart visualization type from the dropdown as shown in below image.
Now, you can “Add Values” and “Add Attributes” into Y-axis and X-axis to generate an Analytics based on the data in the platform.
To add values or attributes, Provide the title of the value, and select the data field from the source application as shown in below image.
Click on “Save" button to complete the process.
Chart - We have Sub-Visualization types for this type. They are Bar, Column, Pie Donut, Spline, line and Funnel. Below is an example of Chart Analytics.
Table – You can see the analytic Widget in the form of table with as many no. of rows and columns you wanted. Below is an example of Table report.
Summary By Count – In this type, you will have to select single attribute and single value to create analytic. Below is an example of Summary by Count report.
