Reports

Reports help you derive insights into how your process, board, or data form functions. You can generate customized reports to find trends, patterns, and outliers in your app.

Access reports by clicking the Reports tab on your form page.

Creating a new report inside a form

To create a new report inside a process, board, or data form, click the Reports tab > New report.

1. Provide a name for the report.
2. Choose the type of report.
3. Click Create.

 

Types of reports

• Tabular reports display information in columns and rows, like a spreadsheet. 

• Charts display data graphically in one of ten chart types including area, bar, doughnut, line, pie, and bubble chart.

• Pivot reports can be used to quickly summarize large quantities of data. You can convert columns into rows and rows into columns.

• Card reports display key analytics metrics and KPIs, providing a clear view of performance and trends at a glance, using essential data and comparison calculations.

Note:

The reports you create within processes, boards, and data forms provide data specific to each flow. Analytics reports, however, can only be created within the Analytics module of an app.

Enabling drilldown in chart and pivot reports

The drilldown feature allows you to delve deeper into your report data by displaying a tabular view of underlying rows associated with specific data points in chart and pivot reports. Drilldown is enabled by default when creating a report and can be toggled on or off in the report configuration.

To enable drilldown:

1. Navigate to the settings tab in the report configuration page.
2. Under Drilldown, select at least two fields.
3. Click Apply.

Note:

The fields used to create reports are automatically selected as default drilldown fields. A minimum of two fields are required for enabling drilldown.

 

Previewing drilldown data

1. Hover over your chart or pivot report.

2. Click on a data point to drill down into the data.

3. A tabular view will appear, showing the underlying rows related to the clicked data point.

4. You can search fields, show/hide columns, and sort data by clicking the dropdown on each column header. You can also export data at runtime.

 

Exporting drilldown data

You can export drilldown data at runtime once you save the report in the page. 

To export drilldown data:

1. Click the Export icon.

2. Select CSV, JSON, or CSV (Multiple files).

3. Check timezone settings to enable the time zone in the report.

4. Click Export. The data will be sent to your email.

Note:

When exporting, enable timezone settings to convert all date and time fields to your personal time zone. If not set, your account’s time zone will be used. Unchecked, fields will follow the report’s time zones.

 

Configuring On click events to link reports using drilldown

Apart from the default drilldown, app developers can configure custom drilldown using on click events for chart and pivot components in the Page builder. This allows the redirection of reports to other reports or pages, providing a smooth navigation experience.

1. Select the report component in the page builder.

2. Go to the Event properties tab.

3. Add an on click event and select the action and target page for redirection. You can also select Open popup and JavaScript action to configure the events.

4. Once configured, click Save & Preview.

5. You can view the page at runtime.

6. When a user clicks on a portion of the chart or pivot component, relevant data (such as dimensions, measures, and configured legends) is passed as event parameters. 

Note: When you add an event to the component, it will override the configured drilldown in the report.

Use case

Imagine you have a pie chart displaying Purchase request data by status. By enabling the Drilldown feature, you can configure an on click event in the report using Javascript action. To configure a On click event,

1. Navigate to the application page.

2. Drag and drop a report component inside the page builder.

3. Select the component.

4. Go to the Events tab.

5. Add an on click event and select the JavaScript action to configure the events.

6. Once configured, click Save & Preview to view the page at runtime.

When a user clicks on a portion of the chart, the custom drilldown triggers another bar chart with relevant data. This way, you can link two reports using drilldown on the page. 

 

Clicking on the pie chart segment showing In Progress purchase requests will display a stacked column chart showing detailed purchase requests by department and step. This interaction provides a deeper understanding of the data and allows for more targeted analysis.