Creating reports and dashboards

Creating reports and dashboards

Analytics Plus offers a wide variety of reporting options such as Charts, Pivot tables, Summary views and Tabular views, which help you easily analyze your data and derive great insights. The intuitive drag and drop based interface of Analytics Plus allows you to easily construct the required report. You can also organize the created reports into a single dashboard, for a quick insight.

Working with charts

A chart is a visual representation of data that allows you to effectively analyze and interpret data. Analytics Plus supports a wide range of chart types such as Area, Line, Bar, Stacked, Pie, Scatter, Combination, Funnel, Web, Map, etc. There are a wide range of customization options available, such as Colors, Legends, Tooltips, etc., that allow you to customize your chart. You can also filter the data required to generate charts using Analytics Plus' comprehensive filtering capability.

The following video details how to create charts using Analytics Plus.

Working with Pivot and Summary views

A pivot and a summary report are both tabular representations of data.

  • A pivot view is recommended for reports that include many fields, and for reports where you are trying to group the results based on certain fields. For example, a report on the sales figures by category and product.

  • A summary report is recommended for when you are want to list details. For example, a report on the details of requests raised in the current month.

The following video explains how to create pivot and summary views in Analytics Plus.

Working with Dashboards

A dashboard is an effective way of organizing reports into a single page for quick insight into key metrics. You can easily create a visually rich and interactive dashboard by adding reports, widgets, user filters, and rich-formatted text. Dashboards can be created by clicking the +Create button from the side panel, selecting the Dashboard option, and using the drag and drop builder to add the required reports and user filters. You can also add KPI Widgets, which are single numbered or chart type widgets, to your dashboard to highlight any key metrics. 

Analytics Plus also offers a wide range of options to customize dashboard design and create a visually rich dashboard quickly. Some of the customization options are:

  • Theme customization: You can apply themes to improve the look and feel of your dashboard. Analytics Plus provides a set of preset themes, which can be customized to suit your needs. 

  • Show/Hide Report Title and Description: You can customize the reports in the dashboard to show or hide the report title and description. This option is available only in the Edit Design mode. 

  • Show Report Specific User Filters: This option allows you to apply filters on a specific report without disturbing the other reports. To access this option, open the dashboard in the Edit Design mode, click the Options button of the specific report, and select the Show Report Specific User Filter option.

  • Include/Exclude Dashboard Filters: When you want your reports to remain unchanged regardless of the filters applied in the dashboard, you can easily exclude the user filters from being applied on a specific report using the Apply Dashboard Filters option.

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