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Creating a Report

Creating a Report

This article contains:

1. Overview

To create a new report, click the + icon from the left menu.

Figure 1.1

2. Selecting Datasets

  • STEP 1: By default, you will be on the Data Source tab. Select the required datasets from the list adjacent to the panel.

  • STEP 2: Start typing in the search box to quickly locate a specific dataset.

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Figure 2.1

Note:

  • If multiple datasets are selected, relationships defined by Riskonnect or your Administrator will be automatically created in the bottom right panel.

  • You can configure your own relationships by clicking the Add Relationship button.

  • For complex reports, some relationships may need manual adjustment or join type changes.

  • Contact your Insights Administrator for assistance if needed.

If you need any assistance creating these relationships, please contact your Insights Administrator.

Tip: Always tick the Distinct checkbox when joining multiple datasets to return unique values only.

  • STEP 3: Move to the Design tab. It will automatically collapse to maximise screen space.

image-20251007-100120.png
Figure 2.2

3. Adding a Report Part

  • STEP 1: An Insights report is made of Report Parts, the smallest units of a report. Available types (based on your permissions) include:

    • Grid

    • Chart

    • Gauge

    • Form

STEP 2: Click a report part type. If no part appears, left-click anywhere inside the Report Body grid to add one.

 

Figure 3.1

STEP 3: Once selected, the report part flips to Configuration Mode. This allows configuring the data sources linked to the part.

Tip: Report parts can be copied or removed by clicking the Copy or Delete icons in the configuration header.

Figure 3.2

  • STEP 4: In Configuration Mode:

    • Left panel: configurable parts of the report part (red box).

    • Right panel: preview of the front/displayed portion (green box).

Figure 3.3

In the below example, you can see that a Grid type part has been added to the report.

image-20251007-100223.png
Figure 3.4

Note: Once assigned, a report part type cannot be changed. Delete and recreate a new part if needed.

  • STEP 5: Additional parts can be accessed via the dropdown at the top of the panel to switch between parts.

Figure 3.5

  • STEP 6: Add a title and description to your report part in the respective fields. An automatic preview appears on the right.

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Figure 3.6

  • STEP 7: To apply further formatting, click the cogwheel icon next to the field.

Figure 3.7

  • STEP 8: Access all properties via the Report Part Properties tab on the right.

    • Use the dropdown to select your desired report part.

    • Toggle between Basic and Advanced mode using the Less/More links.

Figure 3.8


For example, in relation to a chart you may use this panel to configure the chart type, legends and/or hover labels.

Tip: Report parts can be resized, dragged to a new location, or switched position with each other only in Preview Mode.

Figure 3.9

4. Adding Data Fields

There are two ways to add data fields into a report part.

  • Method 1: Click on a field name from the left panel and drag-drop it on to the needed area as shown.

  • Method 2: Click the + icon next to the required area and select from the list of fields shown in the popup and click Ok.

Figure 4.1

  • STEP 1: Fields can be moved between areas or deleted using the x button.

Figure 4.2

STEP 2: Access properties of a field by either:

  • Clicking the field name to activate the Field Properties tab on the right, or

  • Clicking the Field Properties tab and selecting the desired field.

  • Toggle between Basic and Advanced mode in this panel.

Tip: Use the panel to set data formats, sort order, and conditional formatting.

Figure 4.3

For example, you may use this panel to set a data format, determine sort order and/or apply conditional formatting.

5. Setting an Alias

If you wish to change the name of a data field you can use the Field Name Alias to enter the desired name as shown.

Figure 5.1

6. Conditional formatting

  • STEP 1: Click the cell color or text color icon to format based on conditions.

Figure 6.1

  • STEP 2: In the pop-up, click Add Setting to define conditions.

Figure 6.2

  • STEP 3: Add conditions and apply the relevant color (e.g., cells with value "Completed" in green).

Figure 6.3

This will now appear in your report as follows.

Figure 6.4

7. Adding Filters

  • STEP 1: Drag and drop a filter into the report’s filter panel, or click the + icon to add a filter.

image-20251007-100415.png
Figure 7.1

  • STEP 2: Configure filter operators, settings, and select the data field.

  • STEP 3: Click Apply Filter. To remove a filter, select it and click Clear Filter.

image-20251007-100448.png
Figure 7.2

  • STEP 4: Access all filter properties via the cogwheel icon. Configure options such as equivalence, visibility, or alias.

Figure 7.3

For example, you may choose to determine filter equivalence options, toggle visibility and/or set an alias.

Figure 7.4

8. Maximising screen space

  • Collapse the Filter Panel for better access to the Report Body.

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Figure 8.1

  • Drag the left edge of the Data Source panel to maximise space.

image-20251007-100603.png
Figure 8.2

  • Collapse the right-side Field/Filter/Report Part panels using the arrow when not in use.

Figure 8.3

9. Formatting the Header, Footer, Title

The Report Designer/Format page allows the user to.

  • Layout and format report header and footer.

  • Enter a report title and description.

9.1 Add and Configure Items in Report Header and Footer Layout

  • STEP 1: Click Format in the left menu.

  • STEP 2: Tick Report Header & Footer in the middle panel to enable sections with default layout.

image-20251007-100718.png
Figure 9.1.1

  • STEP 3: Add a new item:

    • Click Add Item to open the pop-up, select the item type, and click OK.

    • Or drag an item type from the middle panel into the header/footer area.

Figure 9.1.2

Note: You can also click and drag an item type from the Middle Panel to the report header area to add a new item.

  • STEP 4: Click the newly-added item to enable the Format Properties box.

    • General Info Group:

      • Image: Unique name, image URL.

      • Text: Unique name, value to display.

      • Date Time / Page Number / Horizontal Rule / Vertical Rule: Unique name; value is fixed ({currentDateTime}, {pageNumber}, etc.)

      • Note: System variables and expressions can be used.

    • Item Formatting Group:

      • Date Time / Page Number: Select display format.

      • Text / Date Time / Page Number: Font, size, bold/italic/underline, text & cell color, alignment.

      • Horizontal / Vertical Rule: Line pattern, color, thickness (px).

  • STEP 5: Click Save at the top.

9.2 Layout Items in Report Header and Footer Layout

Items can be:

  • Resized vertically, horizontally, or diagonally.

  • Dragged around.

  • Deleted using the x icon.

Figure 9.2.1
Figure 9.2.2

Note: Headers will not repeat on subsequent pages if your Exporting Orientation is set to landscape or your page size is smaller than A4/Letter.

9.3 Enter the Report Title and Description

image-20251007-100827.png
Figure 9.3.1

  • STEP 1: Tick Report Title & Description in the middle panel to display text boxes.

  • STEP 2: Enter title and description.

  • STEP 3: Configure Item Formatting: font, size, bold/italic/underline, text & cell color, alignment.

  • STEP 4: Click Save at the top.

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