Creating a report page is accomplished by dragging report elements onto the report designer canvas. The report designer displays 3 panels - Data, Compose and Filters.
The Data panel displays all of the fields for the selected data sources.
The Compose panel displays various widgets that can be added to the report.
The Filters panel displays any filters that have been defined for the selected widget. We will see how to create filters in a bit.
Let's start by adding a page title. In the Static Content section, drag the Test widget on the page and resize it to the full width of the report. Click on the Format tab to style the content.
Let's add some KPI's to the report. Before adding another widget, click anywhere on the designer canvas to deselect the widget. In the content panel, open the KPI menu and drag the Value widget onto the canvas.
You can duplicate the widget by clicking on the Copy button. Let's create 3 more KPI's by doing this.
Now select the first KPI. We will create a Open Cases KPI. In the Data panel, drag the Case Id field into the Value property (or drag it into the KPI widget).
Set the KPI title by selecting the Format tab. Set the properties as shown.
Now we will create a widget filter to ensure the KPI displays the count of open cases. In the Filters panel, click the Add Filter button. Choose the IsClosed field from the Case list and select Simple Filter and IsFalse. The process of choosing widgets and setting their respective properties are very similar for each widget type. The point-and-click report designer makes it very easy for users to create dashboard reports.
Using this same procedure, we have added 3 more KPI's to our report.
Now let's add some charts to our report. Drag the column chart widget to the canvas. In each of these 2 charts, the y-axis field will be the Case Id field with the aggregation set to Count.
The first chart will have the x-axis value set to the Case Status field. In the second chart, we will use the Case Priority field.
To finish up our support dashboard, we will add a table the displays Case records. Drag the table widget onto the canvas and from the Data tab, drag the Case fields we want to display and drop them onto the table.
Let's see how cross-filtering works in the dashboard. Click the Working segment in the Case status chart. Notice how the records in the Case table are filtered to only those that have the Working status value.
We can see how our dashboard will look by clicking the Deploy button. Notice that we have clicked on the Working segment in the Case status chart and the High segment in the Case priority chart. The Case records table updates to only show the records what match those filters.
There are many more widgets we can add to our reports. Explore them to see how to configure dashboards that meet your requirements.
Notice the report settings, clone and delete buttons in the dashboard toolbar.
Back in the designer, you can add a 2nd page to your dashboard if required.
