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This page will contain user guides for new version of Universal Reportguide is only for actual Universal Report. To create Legacy version, please follow this link Universal Report (Legacy) |
To create new universal report, select it from Gallery as follows
When report is created, you need to enter report name
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Then select a scope for a report as follows
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You may select the required visualisations in “Set Chart“ menu. By default “Pivot table“ is applied
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Using “Set data“ menu, you may choose if your data will be groped by by certain fields in rows and columns
You may add certain fields into rows and columns multiple times to create complex report, for instance, Dates hierarchy. Just add dates required (f.i. “created” field) into the report several times and format the dates as years, months, and days to see the result.
You also could disable subtotals and change report fonts using “Styles“ menu on the top as follows
Don't forget to check out gadgets creation guide to build dashboards like this
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