Other report options

A few more features that may be useful to users of the reports that are accessible are as follows:

Adding Annotation to Report Export

You can add custom annotations for the reports. These annotations will be displayed in PDF, HTML, and XLSX Report exports.

To add Annotation,

• Navigate to the report you want to add Annotation.
• On the top-right corner of the report, click More and select Change Annotation.



• Update the Annotation to the desired requirement. Click Save.

All the exports of this report will have the custom Annotation.

Reset and Show All

1. Select Add or Remove Column



2. Now you have the options to Select all and Reset back to default settings.



Note: Select All will be shown only when the Number of Fields is less than 10

Reports Specific export options

The Export as feature lets you export the reports in various file formats such as PDF, CSV, XLSX( Exports data with a default limit of 50,000 records per sheet) and HTML(Exports data into an HTML file for easier viewing in browsers)

This feature is available in:

• The Reports Tab



• The Dashboard Drilldown section



Note: XLSX and HTML exports will include only tabular data and will not include graphs.

Calendar Functionality

The Calendar Functionality feature introduces enhanced options for managing date ranges. This functionality provides greater flexibility and efficiency when working with date-specific data.

The date ranges can be managed in two ways as follows:

1. Custom Ranges:
   • Create new date ranges by selecting the Custom Range option.

   

   • Easily delete any custom ranges that are no longer needed.

   

2. Pinned Calendar Ranges:
   • Pin a specific calendar range to a report.
   • The pinned range will automatically load each time the report is accessed or reloaded, ensuring consistency and saving time.

   

Field Units

When creating a Custom Report or Report Views based on summary or pivot view, the following units are available for the field Time which will determine the unit of time:

Day - The time will be represented day-wise (by days of the week).

Date - The time will be represented date-wise (by dates of the month).

Month - The time will be represented month-wise (by months of the year).

Default - The time unit will adjust dynamically based on the selected time range in the date range picker. For example, if the time range is more than one hour, the time will be shown hour-wise; if the range exceeds one day, it will be displayed date-wise, and so on.