Create a new report

In the Reports app, you can create a new report to present data in tabular format and visualize data.

Permissions

Only Report Admins and Report Writers can create and delete reports.

Create a report

Open the Reports app.
The Browse page opens.
Select Create > Report.
The New Report dialog box opens.
Select the appropriate View from the list.
For more information, see View reference.

Define fields in the report

From the Data tab in Report Builder, locate the fields you want to include in the report by doing any of the following:
- Enter a keyword in the Search field.
- Expand the folders to navigate to the appropriate fields:
  - Dimension attributes of your data that describe records, such as Likelihood or Severity.
  - Metric values to be measured in the report, such as Cost Impact or Project Budget.
  - Date represent date values, such as Control Created or Control Updated.
    For more information, see Creating reports.

Drag fields from the data fields list to the Columns and/or Rows lists:

To reorder fields, select the field in the Columns/Rows list and drag it to a new position in the list, or select the field header in the report preview area and drag it to a new position in the report.
To hide a field, click the down arrow , and select Hide Field.
To remove fields, select the field in the Columns/Rows list and drag it out of the report preview area, or select the field header in the report preview area, click the down arrow , and select Delete.

Tip

You can Ctrl+click to select multiple non-adjacent fields, or Shift+click to select multiple adjacent fields from the same category.

The layout of the report is defined by the fields you include in the Columns and/or Rows lists:

Layout	Description	Suitable for
Column	A sequential, two-dimensional list, where all fields added are displayed as columns, with the field name used as the column header	presenting data in a tabular, two dimensional list (the most common form of tabular output)
Row	A variant of the column layout, where all fields added are displayed as rows, with the field name used as the row header	presenting data vertically
Cross Tab	A layout that shows a summary value at the intersection of each row and column	presenting summary data in a grid where the rows and columns represent groups of data

Optional. To break your report into multiple sections, drag fields from the data list into the Sections list.
For more information, see Formatting sections in reports.
Optional. To specify filters in the report, drag fields from the data list into the Filters list.
For more information on filters, see Configuring filters in reports.
Optional. To apply an aggregate function to a field, click the down arrow beside the field name, and select the appropriate function.
For more information, see Applying aggregation functions.
Optional. To define a calculated field in the report, click Create Calculated Field , and define the calculated field.
For more information, see Creating calculated fields.
Optional. To define relationships between the report and other reports, select from the following options under Analysis Style:
- Co-Display links multiple reports together from a single master report and displays them in the same report
- No Drill creates a single report on a page with no relationship to other reports
- Drill Anywhere allows you to move through a logical hierarchy within a data set, from aggregate to more granular detail
- Drill Through allows you to click on a hyperlink to move from one report to another, typically to show more granular detail

Visualize the data in the report

Optional. To create one or more visualizations based on the report data, click the Charts tab.

For more information, see Visualizing report data using charts.

Define relationships between reports

Optional. If you selected Co-Display or Drill Through under Analysis Style on the Data tab, click the Related Content tab to define relationships between the report and other reports.

For more information, see Relating reports or data.

Format the report

Click the Design tab.
Format the report using any of the available options in the toolbar:

For more information, see Formatting reports.

Save the report

Click the Publish tab.
The Save Report dialog box opens.
In the Details tab:
1. Enter a name and description for the report.
2. Define where the report will be stored by selecting the appropriate content folder and content sub folder.
3. Optional. Click + Add tags to create tags that classify the report, or select any existing tags to associated with the report.
  Tip
  You can use tags to quickly filter reports on the Browse page.
4. Specify the access level required for the report:
  - Public all users that have access to the content sub folder the report is stored in will have access to the report
  - Private allows you to define specific people and / or groups that can access the report
    The User Access tab displays, and allows you to define the people / groups that can access the report.
In the Distribution tab, specify how the report can be distributed:
- Broadcast allows you to broadcast the report to yourself or other people by email
- Email allows you to distribute the report by email
- Email & Broadcast Security if Broadcast or Email is selected, this option allows you to specify the level of access required for people to be able to receive the report by email
  - All Users all Reports users can receive the report via email
  - Unsecure the report can be sent to external stakeholders that do not have access to the Reports app
  - Validated Users all users with folder access to the dashboard tab can receive the report via email
  Note
  The Web Services option is currently not supported.
In the Export tab, specify the settings for the export options:
- Default use the default settings defined in the report configuration
- On turn on the export option
- Off turn off the export option
In the Report Settings tab, specify if the report can be made visible on the Browse page, and if the report can be added to dashboards.
Save the report as a draft or activate the report to make it available to other people:
- Save > Activate saves the report and makes it available to users with the appropriate access
  Once you activate a report, you can email the report, and add the report to a dashboard or presentation.
  Note
  If User Access settings in the sub folder have been set to Expert approval required to publish, select Save > Request Approval.
- Save > Draft saves the report and does not make it available to users assigned the Report Writer or Report Reader role