# Report Management
# I. The Significance of Reports
Through reports, frequently used analysis models can be stored to facilitate quick reading every time analysis is carried out. It also provides convenience for adding report content to dashboard and sharing among users. Report management refers to the overall management of the reports you create.
# II. Location and Applicable Role of Reports Creation and Management
There is a "Save Report" button in any analysis model. After saving the report successfully, you can find all the saved reports through the "saved reports" button in the upper right corner of any analysis model.
The report will hold the complete condition information, time period and chart style of the analysis model.
Report management can be entered from the " Manage Dashboard Content " option of dashboard or the "Saved Reports" option of the model.
Dashboard entrance
Model entrance
| Company Supervisor | Administrator | Analyst | Ordinary members | |
|---|---|---|---|---|
| Use models, save reports, and manage reports | ● | ● | ▲ | △ |
Permission description:
● Role must have
▲ The role has the permission by default, but can revoke
△ The role is not available by default, but can be authorized
○ Role must not have
# III. Usage of Reports
# 3.1 Create Reports (the Project Role Should Be Above Analyst)
In any analysis model, when clicking "Save Report", condition verification will be performed. When the verification is successful, the report can be saved. You need to enter the report name and introduction (optional).
# 3.2 Find Saved Reports
You can find the "Report" button in the upper right corner of any analysis model. Click to find all the reports that have been created. By default, reports under the current model will be displayed. You can switch model types or search to find the required reports.
Select a report to enter the query page of the report and further edit the report.
# 3.3 Delete Report
Unwanted reports can be deleted through the 'delete' icon.
In particular, when a report is deleted, it will disappear permanently. If there is a dashboard that has been added to the report, the dashboard will delete the corresponding dashboard report.
# 3.4 Edit Report Name or Update Report
Once a report is selected and opened, you can see the full condition for storage. After updating the report, you can update the stored contents of the report by clicking "Save Report" or "Update Report", and you can modify the name of the report or edit the brief introduction of the report in the pop-up window.
# 3.5 Operation of Report Management Interface
You can view all the report information of the user in the current project on the report management page.
(1) You can click on the specific report to enter.
(2) You can filter reports under the specified name, type, creation way, and applicated dashboard.
(3) You can edit the name, comment or delete the indicator report.
(4) Reports can be deleted in batches.
(5) You can jump to the model interface to add new reports.
# IV. Best Applications
# 4.1 Use the Exploration Module to Conduct In-depth Analysis of the Report
After creating the report, if you want to analyze the indicators in the report, especially the drill-down analysis, in addition to entering the report page, a more convenient approach is to enter the exploration module of the report on the dashboard to drill down. The exploration module provides filtering conditions and grouping items for drilling, and supports recalculation of historical queries or saves commonly used drilling conditions, which is convenient for multiple analysis of important data. Regarding the content of the exploration module, you can stick to the section on exploration module .