This article covers the basics on how to create and publish a report using self-service reporting in 6clicks
Contents:
- Creating reports
- Adding columns
- Adding filters
- Adding sections
- Previewing / Formatting reports
- Publishing reports
Self-service reporting is currently in early access. Reach out to your 6clicks Account Executive if you are interested in using this capability.
Creating a Report
Go to the Analytics module and click + Create > Report.
Select the self-service view that relates to the data you wish to report on.
There are currently 3 self-service views to choose from:
- Risk Details - contains data on risks, risk assessments, risk treatment plans and linked data
- Issue and Incident - contains data on issues, issue actions and linked data
- Custom Register - contains data on custom registers, custom register items and linked data
6clicks is in the process of adding new self-service views that will capture other modules within the product. If you have a specific request, please reach out to customer support.
Once you have selected the relevant view, you will be taken to a draft report in the report builder.
Adding Columns to a Report
To start adding columns to the report, drag and drop the relevant fields from the left-hand panel into either the columns section or onto the canvas itself.
Columns will appear in the report as you drag and drop them.
To remove a column, click the drop-down next to the column name and click Delete.
Adding Sections to a Report
Sections can be added to reports to split tables and charts by one or more fields within 6clicks. To add a Section, drag a drop a field into the Sections area.
The Section will now appear within the report.
Adding Filters to a Report
Filters can be added to a report by dragging the relevant field into the Filters area.
Please note: Self-service views will often include pre-built filters. It is recommended to use these to save time.
Filters will automatically appear as they are added. Filters can be configured by clicking the drop-down next to filter name.
Operand settings determine how the report takes the input to filter the report. Common examples below:
- Is Equal - the filter will take one possible field value to filter the report
- In List - the filter will take multiple field values to filter the report
- Is Null - the filter will remove all Null values for the selected field
Value settings determine how input values are set when using the report:
- User Prompt - filter inputs are empty until defined by the report user
- Define Value - filter inputs are pre-defined with a string (text) input
- Search Values - filter inputs are pre-defined with a list input
Format settings include several other options to configure the filter. Common examples below:
- Description - relabel the filter (if empty, will use the default field label)
- Filter Requirement - set whether the filter is mandatory for the report to run
Filters can be tested by switching the draft report into Design mode. The next section will cover this.
Previewing / Formatting a Report
Select the Design tab to preview the report.
This will show the report as it will appear when published. This includes the ability to preview and test filters.
This tab also provides the ability to fully format the report using the buttons at the top of the tab.
Formatting options include:
- Report Formatting
- Column Formatting
- Conditional Formatting
- Filter Formatting
Column, conditional and filter formatting is also available from the Data tab by selecting the dropdown next to a field within the report.
Publishing a Report
Click the Publish button to save the report and make it available for other users.
A dialogue box will open to define key report details including the Title, Description and Location of the report.
The Report Settings tab within this dialogue box contains settings for how this report can be used.
Click Save to proceed to publish the report.
