You need to be a member of the ANALYTICS_ADMINISTRATORS or the ANALYTICS_BUSINESS_ANALYSTS user groups to access this screen.
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Click Analytics then select My Reports or
Site Reports, dependant on the report type you want to create.
Note: My Reports can be added to your own dashboard, Site Reports can be added to a site dashboard.
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Click Create Custom Report and select a report option. If your
selected My Reports then you have two report options available:
- Content, Users, and Activities - report on SkyVault content and user activity
- Process and Tasks - report on SkyVault workflows and tasks
The custom report screen opens and you can now build your report. Different options are available depending on the report option you chose. See Tour of the custom report screen for more.
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The default report type is Table. You can click
at
the far right of the Analytics toolbar to select a different report type.
In the Layout panel you'll see the fields change to match the report type you've selected. For example, a table will have rows and columns, a pie-chart will have slices, and so on.
You can select a different report type at any point as well as use the Analytics toolbar options.
Undo
previous actions
Redo
previous actions
Disable auto refresh in the
preview panel as you build a report
More options, including exporting
the report, opening the report / chart options, and resetting the report to remove any
unsaved changes.
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Add fields to a report by double-clicking them or by clicking on a field and dragging it
onto the Layout panel. Repeat until you have fields in each section of the layout. You
can:
- Rearrange fields by dragging them around the Layout panel.
- Delete fields from the report by dragging them onto the Report Preview panel then into the trash can that displays.
- Add multiple fields to a Layout section by dragging them onto the same section.
- Create multi-chart or multi-pie reports depending on the type of chart you're working with. For example, if you drag the Site ID field to the multi-chart area, then the report will display a chart for all of your sites.
- Customize the fields to your exact requirements by clicking next to a field in the Layout panel, see Using fields in Analytics reports.
There are lots of options including filtering fields so you can report on specific
data.
Tip: When creating a Site Report, you need to include a Site ID field, then click next to the Site
ID field. Click Filter and select one or more sites, and enter a
Parameter Name of "site".If you're creating a Process and Task report then always add a Task ID field so you see the specifics for the individual tasks. If you don't add this field then all results (for example, the total duration of each task) are aggregated to create a total for all tasks.
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Click on a Measures field and drag it onto the Measures section on the Layout panel. All of
the same options are available as for other fields, though with different customization
options.
You can add multiple measures fields as required.
- In the Properties area, complete any options that are available. Options vary depending on the report or chart type that you've selected.
- Click Chart Options or Report Options (depending on the report type you selected) to customize how your report is displayed, see Chart options for Analytics reports and Report options for Analytics reports for more.
- When you've checked that the report is as you want it in the Report Preview panel, click Save.
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Enter a name for the report and click OK.
The report is saved. You can add My Reports to your dashboard using the Custom Reports dashlet, and Site Reports to site dashboards you're a site manager of using the Custom Site Reports dashlet.