Filter, chart options & drilldown

Reports offer various options for customization, like filter, drilldown, display changes...

        

• Filters in reports are not saved automatically
• Use the save icon (warning color on the right)
• A report is reset to its saved state when reopening

Filter

• any column besides the key figure can be selected
• available operators are =, >, <, IN (list of values), LIKE (contains)
• only one filter per column
• existing filters will be overwritten by new one
• filter can use dynamic text variables in the format %direction offset unit%

        

Text variables:

• available combinations: last|next|current day|days|week|weeks|month|months|year|years + today, yesterday
• examples: %last 2 years%, %current month%, %last week%, %yesterday%, %today%
• per default, the variables will be replaced with a date/time string in the format Y-m-d H:m:s
• if a different format is required, it can be added in () after the text variable (see picture above)
• example: %current month% (m/Y) will create 06/2023

Drilldown

• the display of a column can be deactivated
• the key figures are aggregated/summed, when a column is removed

        

Chart options

• select if a data series should be connected to the primary or secondary axis
• change the chart type of individual data series
• change the color of the data series

        

Filter permissions for shared reports

        

Permission given:

• When opening the report, the saved filter status from the report owner will be set
• the user can change the filter and navigate within the report
• the settings are not saved. the report is back to initial when re-opened

Permission not given:

• the user will only see the navigational state which was set by the report owner