Navigating the Reporting tool


  1. Workbench. This is the work area in which you will be building the report.
  2. Report Output. As you build your report, the Report Output pane allows you to preview the report.
  3. Facts. Each piece displayed on your workbench is known as a fact. All reports must have at least one fact. Facts can be created for data source queries, formulas, or filters.
  4. Data Sources pane. All reporting fields come from one of several data sources. Select the data source that makes the most sense for your report.
  5. Fields pane. Add fields to your report by searching for and dragging them from the Fields pane to your facts.

Primary Query and Aggregated Fields

  1. Primary Query. The first fact created from a data source acts as the Primary Query. The data source used here determines the base granularity of the report.
  2. Aggregated fields. You can add fields as aggregated fields to consolidate data against them.
  3. Other included (non-aggregated) fields. If you choose not to aggregate any fields, you would add all fields into this box. If you choose to aggregate any fields, the data for the fields in this box will be consolidated.
  4. Consolidation type. The consolidation type determines how data from non-aggregated fields will consolidate. The types are:
    • ONE. Assume one value.
    • MIN. Use lowest value from group.
    • MAX. Use highest value from group.
    • AVG. Take average of values in group.
    • SUM. Take sum of values in group.
    • CNT. Count of distinct values in group.
Primary Query and Aggregated Fields

Formulas and Filters

  1. Formulas. Formulas can be used to create new fields based on data from existing fields. Create a new formula by pressing the [Add Formula] button in the Data Sources pane.
  2. Formula references. After creating a formula, you may reference the formula in subsequent formulas. These are highlighted in green.
  3. Filters. Filters allow you to set limits on the scope of the report. You can add query-level filters by entering them into the query's Filter expression box. Or you can add report-wide filters by pressing the [Add Filter] button in the Data Sources pane.
  4. Relative dates. Relative dates are date values that change relative to the present time e.g. {yesterday}, {last week}, and {2 months ago}. These can be used in filters by surrounding the date value in {curly braces}. These are highlighted in yellow.
Formulas and Filters
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