This article will walk you through the process of creating a Visual Report from a Table Report. With this feature you have the ability to filter your Visual Reports and pull in data from multiple linked Workflows. You can find articles on how to create a Table Report and view a Table Report by following the provided links. If you would like more information on Visual Reports and Dashboards you can reference the Getting Started with Dashboards guide.
Creating a Visual Report from a Table Report
There are 2 paths available to create a Visual Report from a Table Report: (1) directly from the Table Report or (2) through the Visual Reports tab.
Creating a Visual Report directly from a Table Report
The first way to create a Visual Report is directly from an already-created Table Report
First Navigate to Reports → Table Reports.
Here you'll find the central list of reports in your environment that you have access to view. Table Reports created by one user can be seen by another, as long as the user has the proper entitlements to view the report.
Select the report that you would like to create a Visual Report off of:
Select the 'Add Visual Report' button at the bottom of the Table Report:
A module will pop up prompting you to create a report. You should add a title, choose a chart type and select 'Continue'.
If you select: Line, Area or Bar chart you will be prompted to input an x-axis value.
If you select: Scatter or Heatmap you will be prompted for an x- and y-axis value.
If you select: Doughnut, Metric or Gauge you will be prompted to select the appropriate metric:
- Doughnut - value to slice by
- Metric - metric to display
- Gauge - field to display
Once you select the chart type you would like, you will be able to populate the Field requested by the chart type.
Note: You will only be able to report on fields that are displayed in your Table Report; if you renamed a Field in your Table Report, that is what will appear in the Visual Report (i.e. if instead of 'Report ID' you have 'Name' the visual report will show 'Name').
You can select the Workflow you would like to pull the Fields from by using the arrow to the right of the Workflow name. You will be able to select the Fields from the Workflows associated to your table report.
Note: The Fields you are able to include in the report are limited to discreet fields (i.e. you will not be able to create a visual report off of a text field)
Your chart will then be displayed!
You can adjust the following fields in this page:
- The Chart sub-type
- How you would like the values displayed
- The labels of the x-axis and y-axis
Once you have formatted your report to display the information desired, click on "Create Report" to create your Visual Report:
Creating a Visual Report from a Table Report via the Visual Report page
The second place you are able to create a Visual Report using a Table Report is via the Visual Reports page.
Navigate to the Reports → Visual Reports screen
Select the " + New Visual Report" button
You will then have the option to select a Workflow or select a Table Report. To create a Visual Report from a Table Report, simply select the Table Report you would like to use from the drop-down list, then follow the steps as outlined above.
Finding your Visual Report
Once you finish creating your report, you will be able to view it in two different places.
From the Visual Report page you will be able to see the list of Visual Reports including any created from Table Reports. You will see this new "Table Report" column which will allow you to navigate to the Table Report associated with the Visual Report. By selecting the link in the "Name" column, you will be navigated to the Visual Report.
Note: For Visual Reports not created from table reports, the "Table Report" column will be blank.
Another area that you can view Visual Reports related to a Table Report is to look at the bottom of the screen of any Table Report. There you will see a list of all 'Related Visual Reports'.
If you follow the link to the Visual Report via this screen, it will take you to your Visual Report. When viewing the Visual Report, you are able to navigate back to the original Table Report and delete, copy or edit the report.
Filtering Visual Reports based on Table Reports
Table Reports included the functionality to filter data; these filters will carry through to Visual Reports made from that Table Report.
Note: All filtering needs to be done at the Table Report level; filters applied on the Visual Report by the end-user will not carry through to the Visual Report.
First, navigate to the Table Report tied to the Visual Report that you would like to filter and click on 'Edit Report'
Click on the 'Add a Filter' button at the top of the screen:
Select the Field and parameter you would like to filter on and click 'Add Filter.'
Once you are done adding your filters select 'Save Report'
This marker will signify that there is a filter on that data point:
Next, click on your Visual Report tied to your filtered Table Report:
Note below that the Visual Report reflects the filters that were applied on the Table Report:
- For guidance on how to create table reports, see our Creating a Table Report article
- For information on how to view, sort, search, and export data in Table Reports, see our Viewing a Table Report article.
- For information on Table Report access and security, see our User Access and Security with Table Reports article.
- For information on using Visual Reports in dashboards, see our Getting Started with Dashboards article