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Generating a Report Summary

A Report Summary provides a visual representation of one metric (value or date) and one dimension (text) field in your Analytics Report. The Report Summary allows you to add summary-level KPI information and charts along the top of a detailed report, providing an at-a-glance overview of a key aspect of your report data.

A Report Summary is not available for Drill Through Reports, Drill Anywhere Reports, KPI Reports, and reports containing Sections, Visible Series Selection Charts, or Time Series Charts with Date Sliders.

In the following example, an existing Analytics Report is used, but a new report can be created. You can also open an existing report and use the Save As option to make a copy of an existing report.

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1

Navigation Toolbar

Click on Reports to display a menu, and then select Reports to display the Report Browse screen.

2

Report records

Locate the report that needs the Report Summary. For this example, we are using a modified version of the report created in Creating an Analytics Report.

You can also create a new report before adding the Report Summary.

3

Open icon

Click on the image159.png icon to display the Report Builder for the existing report.

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4

Report menu

Click on the Report tab to display a menu.

5

Data options

Select to display the Data view (Report Builder).

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6

Sections panel

Ensure there are no fields in this panel since a Report Summary does not support sections.

Since the original report used Company Name as a section, this field was moved to the Filters panel and a filter was applied by selecting only one Company Name (i.e., Paradigm Shift).

7

Analysis Style panel

Ensure the No Drill or Co-Display option is selected since a Report Summary does not support the Drill Anywhere or Drill Through styles.

8

Total option

This option was applied to the Discounted Amounts column since the Report Summary will focus on the sum of this metric.

To total a column of data, hover over the right side of the column header until the image162.png icon displays, and then click on the icon to display the Column Quick menu. Click on Totals to display a secondary menu, and then click on Sum.

9

Output tab

Click to display the Output screen.

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10

Report Summary icon

Click on the image164.png icon to display the Report Summary window.

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11

+ Setup Primary Metric link

Click to display the Primary Metric Setup window.

12

Display Title

Enter the title you want displayed over the report metric. For this example, we are focusing on the YTD Discounts that the company received for early payment.

13

Metric list

Select the metric field you want represented in the Report Summary. For this example, we select Discounted Amounts since this calculated field reflects the difference between the invoiced amount and the amount actually paid.

14

Aggregation list

Make a selection in the list (Sum, % Change, Average, or Change), depending on the aggregation you want to apply to the metric. For this example, select Sum since we want the YTD total of discounts taken.

The Report Summary handles the aggregated amount as a whole, instead of splitting the amount into any report categories, such as monthly discounted amounts.

15

Target Type list

  • If you want to compare the primary metric (Step 13) to a target or budget, select:
    • Periodic to define the date field to use as the target.
    • Total to allow the system to calculate the metric total.
  • If you do not want to compare the primary metric to a target, select None, click the Save button, and proceed to Step 26.

16

Display Title field

If you want to change the default display (Target), enter a new label for the targeted metric. For this example, the target is the maximum discount allowed every month, so the label is Available Disc.

17

Date Field list

Select the date field you want to use as the target date for the report Summary. For this example, we select Payment Paid Date since this is the date that will determine if, and how much of, a discount can be taken.

This field only displays if you selected Periodic in Step 15.

18

Set Target list

  • If you want to use a report field as the target, select the appropriate field in the list, and proceed to Step 20.
  • If you want to manually enter the target metric, select Manual, and proceed to Step 19. For this example, we will manually define the target.

19

Per Period field

Enter the value for the target. For this example, the maximum discount per payment is $18, or 3% of the monthly invoiced amount of $600. Therefore, the target is 18 since we want to take advantage of the maximum discount every month by making the payment in a timely manner.

20

Desired Variance list

  • If you want your metric (Step 13) to be above the targeted value (Step 18), select Above, but if you want your metric to be below the targeted value, select Below.
  • If you want your metric to fall within a range of the targeted value, select Range. You will then have to decide on how you want the variance displayed in the Summary Report.

21

Variance Range field

Enter the percentage amount you will allow in the variance for the metric (i.e., Actual Value – Target Value). For this example, we are allowing only 1% because the company goal is to take full advantage of discounts every month.

22

Variance Display list

  • If you want the variance displayed as a percentage in the Summary Report, select Percentage, but if you want the variance displayed as a value (number), select Actual.
  • If you do not want the variance displayed in the Summary Report, select None.

23

Sparkline list

  • If you want the variance for each report period displayed as a percentage in the Summary Report, select Percentage, but if you want the variance displayed as a value (number), select Actual. For this example, Actual was selected, which resulted in a line graphic being added to the Report Summary display.
  • If you do not want the variance for each report period displayed in the Summary Report, select None.

24

Report Summary display (Metric)

View a display of the Metric Summary, as you are building it.

  • YTD Discounts – determined by Display Title (Step 12).
  • 114 (Sum) – determined by field selected in Metric list (Step 13), and any aggregation (i.e., Sum) selected in the Aggregation list (Step 14).
  • Available Disc. 162 – determined by the Manual selection in the Set Target list (Step 18) and the entry (i.e., 18) in the Per Period field (Step 19). Since the target is an $18 discount every month and there are 9 months covered by the report, the total available discount is 18 x 9 = 162.
  • image166.png (Target value is down by 30%) - determined by the Manual selection in the Set Target list (Step 18), the entry (i.e., 18) in the Per Period field (Step 19), the Range selection in the Desired Variance list (Step 20) & the 1% amount entered into the Variance Range field (Step 21), and the Percentage selection in the Variance Display list (Step 22). The YTD available discounts are $162, but the YTD total for discounts taken is only $114. Dividing 114 / 162 = 70%; therefore, discounts were down by 30%, taking into account the minimal variance range of 1%.
  • image167.png - determined by the Actual selection on the Sparkline list (Step 23).

25

+ Add Secondary Metric link

Click if you want to add another metric to the Report Summary.

26

Save button

Click to save the metric setup for the Report Summary.

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27

+ Add Dimension link

Click if you want to provide additional information for the primary metric, displayed as a donut chart. The Dimension Setup window displays.

28

Display Title

Enter the title you want displayed over the report dimension. For this example, we are adding invoice information for the monthly discounts (i.e., Invoice Disc.).

29

Dimension list

Select the dimension field you want represented in the Report Summary. For this example, we select Payment Invoice Numbers since it is the only dimension field in our report.

The makeup of the dimension field will be used as the categories in the donut chart.

30

Metric list

Select the metric field you want to determine the size of the segments in the donut chart. For this example, we will select the same metric field used in Step 13 (Discounted Amounts) to provide the invoice numbers for payments made with (or without) discounts.

31

Color icon

If you want to change the color of the donut chart, click on the image169.png icon to display a color palette, and select a different color.

32

Max Segments field

Define the number of segments you want displayed in the donut chart, in addition to the default Other segment. Since there are four different discounted values in our sample report, we will enter the maximum value of 3 as the number of segments for the donut chart.

The recommended number of segments is 1-3.

33

Report Summary display (Dimension)

View a display of the Dimension Summary, as you are building it.

34

Save button

Click to save the dimension setup for the Report Summary.

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35

Settings link

Click to display the General Settings screen

36

Layout Format options

If you want the Report Summary to display along the side of the chart in the Output view, change the default from Top to Side by clicking on the toggle image171.png icon.

If the report is table only, the only display option is Top.

37

Include Dividers option

  • If you want to display dividers between each of the items in the Report Summary (Primary Metric, Dimensions, and Secondary Metrics), leave the default option selected.
  • If you want to remove the dividers, click on the image172.png icon to disable the option.

38

Dashboard option

If you want to make the Report Summary available for display on the Dashboard, leave the default option selected. Otherwise, click on the image172.png icon to disable the option.

39

Mobile option

If you want to make the Report Summary available for display on mobile devices, leave the default option selected. Otherwise, click on the image172.png icon to disable the option.

40

Report option

If you want to make the Report Summary available for display on the Report Preview page, leave the default option selected. Otherwise, click on the image172.png icon to disable the option.

41

Save button

Click to save the dimension setup for the Report Summary and display the summary in Preview Mode.

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42

Report Summary display

View the Report Summary as it will be displayed in the Output screen.

If you want to edit any information, click on the appropriate link under the General, Primary Metric, Dimensions, or headers.

43

Primary Metric link

If you want to edit the settings for the primary metric, click on the link.

44

Dimension links

  • If you want to edit the settings for any of the dimensions, click on the appropriate dimension link.
  • If you want to add another dimension, click on the + Add Dimension link.

45

Secondary Metrics (add or edit options)

  • If you added a secondary metric and want to edit the settings, click on the link.
  • If you want to add a secondary metric, click on the + Add Secondary Metric link.

46

Submit button

Click to submit your information for the Report Summary.

If you click the Clear button, all of your saved information will be deleted.

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47

Report Summary display

Review the Report Summary in the Output view of the report. If you want to edit any items in the report, or update the display, click on the image175.png icon.

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