Create a new report template

Navigate to Reports and click Report templates inside Categories & Templates tab. From the pop up window, select New Report Template....


icon_section Basic

Edit the Basic information about the Template. Enter a Name, Description and Category. You can only choose from pre-defined Categories. If you want to create a new one use the New Category option (described in the previous chapter).


icon_section Chart

In the Chart section, select the Report type. Either a Table, where the information is sorted in rows and columns, or a Chart, that represents data using an X and Y axis.


The selected chart type will be displayed in the Preview section. This way, you can see what the report will look like in real-time.

Selecting a Chart gives you multiple options:

Bar chart - A chart with rectangular bars proportional to the values they represent.

Dots chart - In this chart, dots are used to display quantitative values (similar to a bar chart).

Pie chart - A pie chart is a circular chart divided into proportional sectors, representing values.

Doughnut chart - Similar to a pie chart, but the doughnut chart can contain multiple types of data.

Line chart - Displays information as a series of data points connected by straight line segments.

Simple line chart - Displays information as a line based on values without visible data points.

Stacked line chart - This chart type is used when you want to analyze data with different units of measure.

Stacked bar chart - Similar to a simple bar chart, but there are multiple data types with different units of measure stacked in the bars.

Optionally, you can enter a title for the X and Y axis of the chart to make it easier to read the chart and recognize trends.


icon_section Data

In the Data section, select the information you want to display:

a.Table Columns: Information for the table is added automatically based on the selected report type. You can customize the Name, Label and Format (see below).

b.Chart Axes: Select the data for the X and the Y axis. Clicking the respective symbols opens a window with options. The choices available for the Y axis always depend on the information selected for the X axis and vice versa, because the chart displays their relation and the data must be compatible. Select the desired information and click OK.

You can change the Format in which the data is displayed to any of the following:

Data Bar (only for the bar charts) / Value / Color / Icons

icon_section Sorting

Add Sorting to define the relation between the selected data. Select the starting information (sorting value) and sorting method, either Ascending or Descending. This will define the outcome displayed in the chart.

icon_section Filter

Next, define the filtering method. Select the filtering method from the list and its value. This defines what information will be displayed in the chart.

icon_section Summary

In the Summary, review the selected options and information. If they are to your satisfaction, click Finish to create a new report template.

Every report in the dashboard has its own options for customization - click the wheel symbol in the upper right corner to view them. Here, you can Refresh the displayed information, Change to a different report, Edit the report template (see options above), set a new Refresh interval that defines how often the data in this report is refreshed or Rename/Remove the report. Using the arrows in the symbol below, you can customize the size of the report. You can make more relevant reports larger, less relevant reports smaller and so on. Click icon_portlet_expand Toggle fullscreen to view a report in fullscreen mode.