Create a New Report
The Create a New Report page provides multiple ways to start building a report, either from existing data stores or by uploading new files.
The Create New Report drawer opens once a user has accessed the Report module (see Accessing the Report Module). From here, users provide report details and choose a data source to begin the reporting workflow.
Create New Report Workflow
Navigate to the Create New Report page.
Provide the following details:
Name – Enter a unique name for the report.
Description – Add an optional description for context.
Select a data source option:
Existing Data Store
Upload CSV file
Upload Excel file
Based on the option selected, additional configuration steps are displayed.
Supported Data Sources
Existing Data Store
Select from previously created or shared data stores.
Recommended when the dataset has already been cleaned, transformed, and validated for reporting.
Upload CSV File
Upload a CSV file directly from your local machine.
The system generates a temporary data store for reporting.
Upload Excel File
Upload an Excel file to create a new data store.
Supports multiple sheets where applicable.
Using a Data Sandbox File
In addition to the standard options, reports can also be created from a Data Store generated using a Data Sandbox file. This enables advanced data preparation workflows before reporting.
Workflow:
Upload a Sandbox file (or reuse an existing one).
Apply Data Preparation transforms on the Sandbox file.
Create a Data Store from the transformed Sandbox data.
On the Create New Report page, select the newly created Data Store.
Build the report using this clean, prepared dataset.
Next Steps
Once the data source is selected, proceed to create views and save them to the report.
Add multiple views (charts, tables, KPIs) under the same report for consolidated analysis.
Save the report in My Documents or Public Documents, depending on intended usage and permissions.
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