Creating Custom Reports

You can create custom reports and classify them under different categories. The reports are generated based on the SQL queries and can be exported to an excel sheet. You can generate reports key metrics from your data integration project and view these reports in a chart and in a grid view.

You can also import reports, and export reports in a .arp format.

To create a new report, you must create a new category. You can create reports under a new or an existing category.

To create a report, follow these steps:

  1. In the Reporting Workspace pane, expand a category node.
  2. Right-click the Reports node.
  3. Click New Report.

    4. The following page appears.

  4. Enter a Report Name and Description.

    5. For example:

    • Report Name: Workflow_Assignment
    • Description: This report is about the workflow assignment to users.
  5. Use the following options to enable and activate the report:
    Enable
    Switch this option ON to enable the report.
    Activate Report
    Switch this option ON to enable this report.
    You can add only active reports to dashboards.
    Activate Chart
    Switch this option ON to enable the report.
  6. Click Save and Continue.

    7. The report is created and saved in the Reports tree.

    By default, the Design tab appears.

  7. Enter a SQL query based on your requirements and use Ctrl + Space to get the list of tables.
  8. Click Validate Query.

    9. The query is validated.

  9. Click Save.

After you create a report, use the following options on the Design tab:

Switch to Grid Mode
Click this option to view the report in a grid.
Switch to Chart Mode
Click this option to view the reports as a chart.
Export to Excel
Click this option to to download the report in .xlsx format.
Export to PDF
Click this option to to download the report in .pdf format.
Edit
Click this option to update the report, and choose a chart type from Settings tab.

You can also import and export reports from a category. For more information, on exporting and importing reports, refer to the Exporting and Importing Reports topic.

You can also manage the custom reports. Managing reports involves:

  • Editing reports
  • Copying reports
  • Exporting reports
  • Deleting reports