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Design charts and reports quickly by using predefined reports

    Aug 24, 2022

Feature Spotlight: Report Configuration

Creating charts and reports from scratch can be a tedious process. More often, there is a need to generate them quickly. With this in mind, Prolaborate has introduced a new feature called “Report Configuration” which allows you to predefine and store charts and reports configurations as a report to reuse them later. Report Configuration reduces the users time and effort to create new chart and report widgets in Prolaborate.

Few Benefits of Report Configuration

  • Quickly generate reports and store them
  • Simplified creation process
  • Saves time by reusing these reports when creating new Chart and Report widget
  • Reduces user efforts by eliminating the creation process from scratch
  • Reports can be used for all chart and report widget types

Few Features of Report Configuration

  • Query creation with Placeholders to generate dynamic reports
  • Simplified creation process
  • Transfer configured reports from one instance to another using import/export
  • Save existing configuration as a report

Let us understand how to use Report Configuration with an example

A user who has to create chart and report on a regular basis will benefit from Report Configuration. As mentioned earlier, creating charts and reports from scratch every time can be a tedious process

Here, we have covered a simple use case, wherein a user can create and use the predefined Report Configuration in Prolaborate.

Let us see how we can achieve this.

Step 1: Click Create Report in the Report Configuration page.

Step 2: Enter a suitable name and other required details. Enter the Query based on your requirement.

Step 3: Click Save. User will be redirected to the listing page once it the report is saved successfully.

Step 4: Create Dashboard and ‘add chart’ or ‘report widget’. In this example, select a chart widget. A popup window will then appear containing the list of reports created using report configuration.

By simply selecting a report, you can create the chart.

Step 5: Click Use Report to use the report to configure the chart.

Step 6: Choose a chart type as required.

Step 7: A popup will appear displaying the list of Placeholder if entered in the query. Enter the Placeholder Value in the respective fields. To know more about placeholders, click here.

Step 8: After saving the placeholder values, user automatically gets redirected into the query configuration. The previously configured query is reused in this section.

Step 9: Click Next.

Step 10: User can make changes in the Chart settings and Click Save to apply the chart settings.

Step 11: Click “Save” to apply the configuration in the dashboard.

Sample Chart created using Report Configuration

To learn more about Report Configuration, click here.