How to Apply Sections to Your Report

To apply sections to your report, perform the following steps:

  1. Access the report create page by either Creating a new report or Editing an existing one.

    NUI_Apply_Sections_201.jpg

  2. Go to the 'SECTIONS' tab. The sections tab is displayed.
  3. Select the relevant section representation type according to the following options:

    Icon Name Description
     NUI_Table.jpg Table Displays your report data in a form of a table.
     NUI_Overview.jpg Overview Displays your report data as total numbers per each of the selected dimensions.
    NUI_Area.jpg  Area chart Displays your report data in a form of an area chart.
    NUI_Line.jpg Line chart Displays your report data in a form of a line chart.
    NUI_Geo.jpg Geo chart Displays your report data in a form of a map.
    NUI_Columns.jpg Column chart Displays your report data in a form of a column chart.
    NUI_Pie.jpg Pie chart Displays your report data in a form of a pie chart.
    NUI_Gauge.jpg Gauge chart Displays your report data in a form of a gauge chart.

    Note: For further details, please see Report Section Type Examples.
     

    NUI_Apply_Sections_202.jpg

  4. Enter a name for your first section in the section name field.

    Note: This will be the title of the data section representation area that is displayed at the top of the report.

  5. Optional: If you have selected either: Table, Area chart, Line chart or Column chart you will be able to apply additional options to your report section according to the following table:

    Field Name Description
    Include Totals Row (For Table type only) - Clicking on this button will display an aggregated total of all your selected metrics right under the filter area at the top of the report.
    Activate Forecasting

    Selecting this button will activate the forecasting report option. For further details, please see What are Forecasting Reports?

    Activate Trending

    Selecting this button will activate the trending report option. For further details, please see What are Trend/Trending Reports?



    NUI_Apply_Sections_203.jpg

  6. Optional: Search for a Dimension using the search field. Relevant search results are displayed in the Dimensions and Metrics areas.

    Note: A number will be displayed beside each area indicating how many matching results reside in each area (Dimensions/Metrics).

    Note: If you selected 'OVERVIEW' or 'GAUGE CHART' section type, skip to the step 9.
  7. Optional: Select a required filter value under the 'Category Filter' drop-down to review a specific group of dimensions.

  8. Drag & drop the required dimension to the selected 'DIMENSIONS' area. Alternately, you can click the plus symbol '+' on each dimension.

    Note: At least one dimension is required to create a report.

    NUI_Apply_Sections_204.jpg

  9. Optional: Search for a Metric using the search field. Relevant search results are displayed in the Dimensions and Metrics areas.

    Note: A number will be displayed beside each area indicating how many matching results reside in each area (Dimensions/Metrics).

  10. Optional: Select a required filter value under the 'Category Filter' drop-down to review a specific group of metrics.

  11. Drag & drop the required metric to the selected 'METRICS' area. Alternately, you can click the plus symbol '+' on each metric.

    Note: At least one metric is required to create a report.

    NUI_Apply_Sections_205.jpg
  12. Optional: Go to the 'DIMENSIONS' or 'METRICS' areas and click on the sorting arrow icon (NUI_Arrow_button.jpg) to set the order of the data as either ascending or descending.

    Note: Each click on the sorting arrow icon cycles through the three supported states: ascending, descending and none (Arrow up = Ascending, Arrow down = Descending).

  13. Optional: Rearrange your dimensions and/or metrics by dragging them to define their display order when running the report.

    NUI_Apply_Sections_206.jpg

  14. Click on 'SAVE SECTION'. Your section settings are saved.

    NUI_Apply_Sections_207.jpg

  15. Optional: Add additional Sections to your report by clicking on 'Add New Section' and repeat steps 3 to 14.

    NUI_Apply_Sections_208.jpg

  16. Optional: Rearrange your sections by hovering over and dragging them by the blue floating trapeze to define their display order when running the report.

  17. Click on one of the following options to save your report:
    • SAVE - Selecting this option will save your report and remain in the report edit mode.
    • SAVE & RUN - Selecting this option will save the report and redirect you to the run report screen.

      Note: If you have selected Save & Run, please continue to How to Run a Report.
Have more questions? Submit a request