Report Builder

An application to create reports that can be used to show on dashboard pages or can be used as a single entity.

Features

  1. The application lets you build reports in the form of tables and charts.

  2. It lets you build conditions on table and charts using the query builder functionality.

  3. In chart reports, you can select different types of charts like pie chart, column chart, donut chart etc.

  4. It allows aggregation and operations on data to show on chart.

How to create report: -

  1. On the navigation bar navigate to Reports.

  2. Under Reports click on Create. Report Builder app opens up.

  3. Enter report name.

  4. Select report type (table or chart or both).

  5. If report type is selected as ‘chart’ then select chart type (‘pie’, ‘column’ etc.) and then click ‘NEXT’ button.

  6. Select the data source type.

  7. Select the name of the collection (Table in the database).

  8. If data source type is selected as ‘Table’ then click ‘NEXT’ button.

  9. If report type is selected as ‘chart’ then select column name by which you want to group the data (e.g., In incident you can group by priority).

  10. Select the operation you want to apply on data (e.g., MAX, AVG, SUM, COUNT) and then click ‘Finish’ button.

  11. If data source type is selected as ‘Datasource’ then click ‘Finish’ button.

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