Create a new report template
Navigate to Reports and click Report templates under Categories & Templates on the left. From the pop up window, select New Report Template....
Edit the Basic information about the Template. Enter a Name, Description and Category. This can be either a pre-defined Category, or you can create a new one (use the New Category option described in the previous chapter).
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.
NOTE: 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:
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.
In the Data section, select the information you want to display:
You can change the Format in which the data is displayed to any of the following:
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.
Next, define the filtering method. Select the filtering value from the list and its value. This defines what information will be displayed in the chart.
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 toggle fullscreen to view a report in fullscreen mode.