Create a report

Create a report to visualize and analyze current instance data or temporary data that you have imported.

Avant de commencer

Role required: report_admin

This topic refers to Reporting in the Core UI.

Remarque :

This feature is part of the Core UI front end. It is not supported on Platform Analytics dashboards or UI Builder pages, except to a limited extent when migrated in compatibility mode. To build Platform Analytics components, see Data visualizations in Platform Analytics.

This feature is deprecated, meaning it is in maintenance mode and is no longer being augmented or changed. Only security fixes to this feature will be addressed. Users with the report_admin role can still create Core UI for specific purposes

Procédure

1. Follow one of these paths.

   Option	Description
   Create a report	Navigate to sys_report.list.
   Edit an existing report	Navigate to sys_report.list and select the edit icon () beside the report name.
   Create a report on a Core UI dashboard	Navigate to the dashboard where you want to add the report, click the Add Widgets icon (), and select Data Visualizations. This requires the dashboard_admin role.
   Edit a report on a Core UI dashboard	Navigate to the dashboard where the report resides and select Edit. This requires the dashboard_admin role.

2. On the Configure and Style tabs, fill in the fields, as appropriate.
3. Click Save.

   The report is generated.

   Remarque :

   For details on creating a specific report type, see Report types.

Create a report with Analytics Q&A

Enter a question on the Report Designer form, and Analytics Q&A generates a report. Analytics Q&A gives you a choice of data sources and picks an appropriate visualization.

Avant de commencer

Analytics Q&A requires Natural Language Query (NLQ).

NLQ also must be enabled for use with the Report Designer, in Reporting properties. Check with your administrator.

Remarque :

This topic refers to Reporting in the Core UI. This functionality is not available if your instance is migrated to Platform Analytics experience. For more information, see Data visualizations in Platform Analytics.

Analytics Q&A is not available when using Microsoft Internet Explorer.

Role required: report_admin

Pourquoi et quand exécuter cette tâche

Analytics Q&A supports the following languages:

• English
• French
• Canadian French
• Spanish
• German
• Japanese

The feature is not available in sessions that use an unsupported language.

Procédure

1. Navigate to sys_report.list and select New.
2. Start typing the information you want in the report into the Analytics Q&A field.
   Analytics Q&A uses keywords in your query to determine what kind of information you are looking for. It displays suggestions while you type based on these keywords. To see a full list of keywords and their uses, click How can I improve my results.
3. Select Ask.
   Analytics Q&A generates the report, including an appropriate visualization.

Que faire ensuite

You can modify the report, such as changing the visualization type, in the left-margin menu. If you enter a new query and select Ask, you generate a new report. Any custom visualizations you added are cleared, but other settings persist in the new report.

Report options

When you edit a form, you can also choose to save, share, run, delete, or view more information about the report.

Remarque :

On net new Australia instances and instances migrated to Platform Analytics experience, Reporting functionality is replaced with Data Visualizations. For more information, see Data visualizations in Platform Analytics.

All actions are available from the upper right side of the form, from the Save and Share lists and the Info, Delete, and Run buttons. Available report options vary depending on the role of the user working with the report.

Tableau 1. Report options

Name	Description
Link ()	Displays the URL of a saved report that you can copy into other documents.
Info ()	Displays general and statistical information for the report. General information includes the base table, type, creator, users, groups, and last modification date of the report. Statistical information includes when the report was last run, the number of runs, and run time.
Sharing ()	Displays several options for sharing the output of the report.
Share	Enables you to set the visibility of the report. Options are Me, Everyone, and Groups and Users. See Share a Core UI report for more information on sharing. This option is available from the Sharing icon ().
Schedule	Creates a schedule for running the report. Remarque : You cannot schedule calendar reports.
Add to Dashboard	Adds the current report to a dashboard. For details on how to edit reports and other dashboard content, see Edit a responsive dashboard.
Export to PDF	Generates a PDF that you can download or email. This option is not available for calendar reports. Remarque : Drilldown reports do not export to PDF. If you select Export to PDF on a drilldown report, a PDF of the top-level report is generated.
Publish	Creates a URL for the report and displays the URL above the report form. You can email this URL to share the report.
Delete
Delete ()	Deletes the report.
Save
Save	Saves your changes to the report and leaves the form open.
Update	Saves your changes to the report and returns to the Reports list.
Insert	Duplicates the report record, inserts it into the Reports list, and opens the Reports list. Use this option to create a report quickly by changing values in an existing report. Be sure to give the new report a unique name.
Insert and Stay	Duplicates the report record, inserts it into the Reports list, and opens the new record. Use this option to create a report quickly by changing values in an existing report. Be sure to give the new report a unique name.
Save as data source	Opens the Create new report source window in which you can save the report conditions as a report source that can be reused for other reports.
Run
Run	Creates the report based on the conditions and layout you select.

Concepts associés

• Administering reports