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How to Create a Report

Tips for efficient report creationEfficient Report Creation

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Use the Report Center to gain a fresh insight into your website with a wide range of usage reports and dashboards. In the Report Center, you can easily create dynamic reports that feature charts and tables, either by making use of one of CardioLog's existing templates or by building a report from scratch. You can schedule a report to run automatically at any interval you like, and you can preset permissions to view and/or edit a certain report or dashboard to ensure that the right people have access to the right data. It's also possible to export a report to various standard formats including SharePoint web parts, and to email a report to a new address or a predetermined distribution list.

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In the Navigation pane, under Report Center, click a folder in the Reports tree, and then select New Report. (You can first create a Reports folder by selecting New Folder...)

Create a new report
While in the New Report dialog, select the Blank Report option and click Next:

Create a Blank Report
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create-new step 3
create-new step 3
Enter the Name and Description fields, and then click Next.

To display dates in the Name field of generated reports, use may the following variables: $now$, $today$, $lastday$, $thisweek$, $lastweek$, $thismonth$, $lastmonth$, $thisquarter$, $lastquarter$, $thisyear$, $lastyear$

New Report Property Details
Choose to either schedule the report by day, week or month from the drop-down menu, or you can generate your report manually by choosing Ad-hoc. Then click OK.

Report scheduling
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#edit edit report#edit
edit report
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#edit report #edit report
Your new report now appears in the Navigation Pane and you can click it and select Edit.

Opening a report
The blank report will open in Edit Mode. When a report is in Edit Mode, you can add widgets to it.
Click Add at the top of the Central Area Toolbar and select a widget to add to the report (for a complete list of available widgets, see the Reports Gallery).

Add widgets to a report
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top toolbar
top toolbar
The following actions are available in the Top Toolbar while in Edit Mode or Static Mode:
- Add - add widgets to the report.
- Actions Menu
  - Remove All Widgets - Clears all widgets from the current report.
  - Refresh - refresh the report's settings.
  - Generate Report - create the report in real time.
  Actions menu
- Share Menu
  - Export to CSV - Export the data to Microsoft Excel or other spreadsheet applications.
  - Distribution List - Send the report to a distribution list.
  Share menu
  
  Filters menu
After designing the report, it is possible to create a static version with real time data (by selecting Generate Report) or to wait until the report is automatically generated according to the report scheduling. As long as there are no static versions for the report, it will be displayed in Edit Mode (if there are edit permissions for the current user) if it is selected from the Reports tree in the Navigation Pane. Otherwise, the latest static version will be displayed.

A Static Report with Active Widgets
Edit the time frame for a static report by clicking the current Date Range menu on the top right of the report. Select the desired date range or Customize and click OK.

Choose Date Range Menu

Customized Date Range
To remove the report, including all previous versions right click the report and select Delete. To remove only the previous versions of the report, select Delete Historical Data. The report's Historical Data refers to all prior versions that are saved in the system. If a version exists for a selected date range, the original saved version is displayed, and no query is submitted to the database. This is in order to save system resources and speed up report generation.
To modify the report properties including report title, description, and scheduling type), click the report and select Properties on the Navigation Pane.
To view the report in a new window (without the CardioLog scheme) on the Navigation pane, click the report and select Browse. You can only select Browse after at least one report has been generated.