Creating a Report

This pare outlines the steps involved in the process to get an interactive report.

The Create Report workflow in the Self-Service Reports module consists of the following steps:

Steps to Create a New Report

1. Access the Report Module

   • Open the Self-Service Reports module from the navigation panel.

2. Select a Data Source

   • Choose from:

     • An existing Data Store, or

     • Upload a new CSV/Excel file.

3. Create a View

   • Build a visualization or chart using available dimensions and measures.

   • Save the view inside the report.

4. Save Multiple Views

   • Add and save multiple views in a single report for consolidated analysis.

Notes:

• The exact steps may vary depending on how the user accesses the Report module and the data source option chosen.

• Saved reports can be edited later to add, update, or remove views.