Introduction:
The Reports Overview page provides an overview of all existing reports created by users. Currently, all users can see all reports made by everyone on the same page.
Table of Contents:
- Finding a Report
- Duplicating a Report
- Step-by-Step Guide: Creating a Report
- Instructional Video
Duplicating a Report
You can duplicate a report. Navigate to the right in the menu and use the duplicate button.
Search for a Report:
You can search for a report by "Name" or "Created by" (the name of the user who created a report). The search starts with a single letter.
Step-by-Step Guide: Creating a Report
You can create a report through the Reports List Overview. Click on the "Add New Report" button and follow steps 1, 2, 3.
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Step 1: Provide a name for the report, which is a mandatory field with a minimum of two characters. Then, provide a description for the report. Both fields will appear in the report.
- Step 2: Select a search query you have previously created. The list functions as an automated search field, starting with a single letter. Click on the search query to add it, and then click outside the "Select Search Query" field to see the added search query.
Alternatively, click the "Create a New Search Query" button to start a new one from scratch. After saving, this query will be added to the list for future use in another report.
When creating a new search query, the default color is blue. You can change this by clicking on the color square. This color represents the search query's color in the charts, making it easy to identify which data corresponds to which search query in the report.
In the "Search Query Name" field, enter the name that will appear in the list of searches when searching for the query in Step 2 - select a search query.
Note down the search terms in the "Keywords" field to search for your topic.
If you need assistance in creating a search query, click on the link "Need help creating a search query?" to open a list of all operators to guide you.
- Step 3: Create Report
Check if the data is correct. Navigate back to change any information or click on the steps at the top of the screen to go directly to the desired step. If all information is provided, click on "Create Report." You will then be redirected to the editing mode of the dynamic report, where you can customize the report analysis and add additional information.
Watch the following instructional video!