Filter, chart options & drilldown

Reports Customization Options

Reports offer various options for customization, such as filtering, drilldown, and display adjustments.

        

Important Notes:

• Filters in reports are not saved automatically.
  To save your filters, click the save icon (highlighted in warning color on the right).
• When reopening a report, it will reset to its saved state.

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Filter

Key Features:

• Selectable Columns: Any column besides the key figure can be filtered.
• Available Operators:
  • =
  • >
  • <
  • IN (list of values)
  • LIKE (contains)
• One Filter per Column: Each column can have only one active filter at a time.
• Overwriting Filters: Existing filters will be replaced by new ones.
• Dynamic Text Variables: Filters can use dynamic text variables. See the Text Variables section below.

        

Text variables

Value

• format %direction offset unit%
• 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%

Format

• per default, the variables will be replaced with a date/time string in the format Y-m-d H:m:s
• different formats can be added in () after the text variable (see picture above)
• all valid php date formats are possible, including X or U for unix timestamps
• example
  • %current month% (m/Y) will create 06/2023
  • %today% (X) will create 1736640000

Drilldown

• The display of a column can be deactivated.
• Key figures are aggregated/summed when a column is removed.

        

Chart Options

• Choose whether a data series should be connected to the primary or secondary axis.
• Change the chart type for individual data series.
• Adjust the color of each data series.

        

Filter Permissions for Shared Reports

        

When Permission is Granted:

• Upon opening the report, the saved filter status from the report owner will be applied.
• Users can change the filter and navigate within the report.
• Note: Settings are not saved; the report resets to its initial state when reopened.

When Permission is Not Granted:

• Users will only see the navigational state set by the report owner.