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Creating a Co-Display Report

This page applies to: Analytics Add-on module

The Co-Display option allows you to link multiple reports together from a single Master Report. This can include:

  • Co-display: One or more reports are displayed on the same report. The co-displayed report or chart can be located at the top or bottom of the Master Report, or to the right of the Master Report.
  • Tabbed Reports: One or more reports are added to a Master Report using tabs.

The benefit of these options is that you can show multiple reports within a single Master Report that have unrelated data sets but are of common interest to users.

In the example below, we will create a Master Report entitled Active Companies, which shows active companies by category. We will then create a child report called Active Contracts, which shows active contracts by contract type. Then, we will reopen the Mater Report (Active Companies) and co-display only the chart from the child report (Active Contracts) in the Master Report.

Step 1: Create Master Report

Create a Master report entitled Active Companies to identify those Company Profiles that have an active status.

1

Analytics Report option

From the Report Browse screen, click on New Reports Types to display a menu, and select Analytics Report to display the Novatus Analytics prompt.

2

Entity list

Click on Company to select it.

3

Run link

Click to display the Report Builder.

4

Available Fields list and Columns list box

Add each field to the report by clicking on the field in the Available Fields list, and dragging-and-dropping it into the Columns list box. In this example, the Company Name, Number, Group, Category, and Status fields were added to the report.

5

Company Status field and Filters panel

Click on Company Status in the Available Fields list, and drag-and-drop it into the Filters panel since we are filtering by company status.

6

Advanced Settings link

Click to display the Configure Filters screen.

7

Operand list

Select In List to choose from the list of available company statuses that are currently stored in Novatus.

8

Filter icon

Click on the image185.pngicon to display the Search Filter Values window.

9

Search Filter Values window

  • Select the Active check box to filter the report by active companies. 
  • Click Submit.

10

Close & Apply icon

Click on the image186.png icon to close the window and configure the company status filter.

11

Charts tab

Click to display the Chart Builder.

12

Chart Options menu

Click on the image188.png icon to display the Chart options menu.

  • Auto Chart is the default option, which allows the program to determine the chart type based on the fields added to the Horizontal Axis, Vertical Axis, and Color panels. 
  • Select Chart Type to define the type of chart you want to use to display the report data.

13

Chart icon

Click on the icon to display the Select Chart window.

14

Select Chart window

  • Locate the chart type you want to use, and click on it to select it. A description of the selected chart type displays at the bottom of the window. You can also hover over a chart type to view its description. 
  • Click on the icon to save your selection and close the window.

  If a chart type is grayed-out, it is not available for use with your report data.

15

Available Fields list and Color panel

Locate the field you want to use to color-code your pie chart in the Available Fields list, and drag-and-drop it into the Color panel. In this example, we are color-coding according to company category.

If you use a standard bar or column chart, the first panel will be the Horizontal Axis panel. See Charting an Analytics Report.

16

Available Fields list and Size panel

Locate the field you want to use to determine the size of each slice of the pie chart in the Available Fields list, and drag-and-drop it into the Size panel. In this example, we are limiting the size of each pie slice to active companies.

If you use a standard bar or column chart, the second panel will be the Vertical Axis panel. See Charting an Analytics Report.

17

Chart display

View the chart for the selected fields.

18

Chart Legend

View the legend for the chart, which explains the color coding. In this example, the size of each pie slice indicates the proportion of active companies by category.

19

Data tab

Click to return to the Data view of the report. Your charting information is automatically saved.

20

Co-Display check box

Select Co-Display in the Analysis Style panel.

  When you select Co-Display, a Related Reports tab is added to the toolbar.

21

Report menu

Click on Report to display a menu, and select Save to display a Save Report window.

22

Save Report window

Give the report a name and enter a description, and then click Save.

Step 2: Create Child Report

Create a child report entitled Active Contracts to show active contracts by contract type.

1

Analytics Report option

From the Report Browse screen, click on New Reports Types to display a menu, and select Analytics Report to display the Novatus Analytics prompt.

2

Entity list

Click on Company to display more options, scroll down and select Contract.

3

Run link

Click to display the Report Builder.

4

Available Fields list and Columns list box

Display the available fields by expanding an entity folder in the Available Fields list. Locate the field you want to add to the report, click on it to select it, and then drag-and-drop it into the Columns list box. In this example, the Contract Number, Term Type, Agreement Type, Effective Date, Current Expiration Date, and Status fields were added to the report. The Count Distinct Aggregation was added to the Status field to make this dimension field available as a metric in creating a pie chart.

You can also drag-and-drop fields into the Rows list box to create a Cross-Tab Report.

5

Contract Status field and Filters panel

Click on Contract Status in the Available Fields list, and drag-and-drop it into the Filters panel since we are filtering by contract status.

6

Advanced Settings link

Click to display the Configure Filters screen.

7

Operand list

Select In List to choose from the list of available contract statuses that are currently stored in Novatus.

8

Filter icon

Click on the icon to display the Search Filter Values window.

9

Search Filter Values window

  • Select the Active check box to filter the report by active contracts. 
  • Click Submit.

10

Close & Apply icon

Click on the image186.png icon to close the window and configure the contract status filter.

11

Charts tab

Click to display the Chart Builder.

12

Chart Options menu

Click on the image188.png icon to display the Chart options menu.

  • Auto Chart is the default option, which allows the program to determine the chart type based on the fields added to the Horizontal Axis, Vertical Axis, and Color panels. 
  • Select Chart Type to define the type of chart you want to use to display the report data.

13

Chart icon

Click on the icon to display the Select Chart window.

14

Select Chart window

  • Locate the chart type you want to use, and click on it to select it. A description of the selected chart type displays at the bottom of the window. You can also hover over a chart type to view its description. 
  • Click on the icon to save your selection and close the window.

    If a chart type is grayed-out, it is not available for use with your report data.

15

Available Fields list and Color panel

Locate the field you want to use to color-code your pie chart in the Available Fields list, and drag-and-drop it into the Color panel. In this example, we are color-coding according to contract type.

  If you use a standard bar or column chart, the first panel will be the Horizontal Axis panel. See Charting an Analytics Report.

16

Available Fields list and Size panel

Locate the field you want to use to determine the size of each slice of the pie chart in the Available Fields list, and drag-and-drop it into the Size panel. In this example, we are limiting the size of each pie slice to active contracts.

  If you use a standard bar or column chart, the second panel will be the Vertical Axis panel. See Charting an Analytics Report.

17

Chart display

View the chart for the selected fields.

18

Chart Legend

View the legend for the chart, which explains the color coding. In this example, the size of each pie slice indicates the proportion of active contracts by contract type.

19

Data tab

Click to return to the Data view of the report. Your charting information is automatically saved.

20

Analysis Style panel

Leave No Drill selected since this is the child report and the co-display option will be activated in the Master Report (Active Companies).

21

Report menu

Click on Report to display a menu, and select Save to display a Save Report window.

22

Save Report window

Give the report a name and enter a description, and then click Save.

Step 3: Define the Co-Display Analysis Style

Reopen the Master Report, Active Companies, to link this report to the Active Contracts report. When a report is reopened, the Output view displays.

1

Edit tab

Click to display a menu, and select Related Reports to display the Related Reports screen.

  If the Related Reports option is not listed, click on Data to display the Data view, and click inside the Co-Display check box in the Analysis Style panel. Then, click on the Related Reports tab.

2

Search option

Locate the related report by typing part or all of the report name into the Search field and clicking the icon. To clear the filtered results, click on the image186.png icon.

  The reports that can be related to the current report are displayed in the left navigation pane, and instructions on linking the reports are displayed in the right navigation pane.

3

Search results

Locate the child report you want to link to the Master Report.

  The child reports that include charts are displayed as chart thumbnails and those without charts are displayed as report thumbnails.

4

Related Report Properties steps

Review the steps that you must follow to link the Master and child reports.

5

Co-Display options

Review the options for co-displaying the child report (i.e., Active Contracts chart) in the Master Report (i.e., Active Companies):

  • Tabbed – displays the child report in a separate tab (screen) that can be accessed from the Output view of the Master Report.
  • Top – displays the child report at the top of the Master Report.
  • Right – displays the child report to the right of the Master Report. 
  • Bottom – displays the child report at the end of the Master Report.

6

Related Report thumbnail

Click on the thumbnail of the related report that you want to add to the Master Report to select it. In this example, we are selecting the Active Contracts chart.

7

Co-Display Right panel

Drag-and-drop the thumbnail into the panel. When the report is selected inside the Co-Display panel, the right navigation pane refreshes and displays options for linking the reports.

  The Drill Through panel is used to create a drill-through Analysis Style.

8

Joins option

If linking is required, a list displays with options for linking the reports. In this example, no linking is required.

9

Delete button

If you want to remove the thumbnail from the Co-Display panel, simply click the button.

10

Output tab

Click to display the Output view of the report.

     image202.png

 

11

Co-Display charts

View the chart for the child report (Active Contracts) on the right. The chart for the Master Report (Active Companies) appears on the left.

12

Chart legends

View the legends for the Master Report and the child report to interpret the relationship of the data in the pie charts.

13

Co-Display records

View the report records for the child report on the right. The report records for the Master report appear on the left.

14

Export icon

Click on the icon if you want to export the report to a PDF, DOCX, XLSX, CSV, or TEXT and save it. You can also print the report. See Outputting an Analytics Report.