Managing reports and folders
New report
-
Navigate to
Reports
and click
New Report
in the left panel.
-
Fill in the details,
-
Name
: Enter a name for the report.
-
Description
: Enter a short description of the report.
-
Form
: Select a
form
for which the graph must be plotted.
- Folder : Select a folder to place your report. If no folder is chosen, the report will be classified under Other Reports .
-
Plot Option
:
-
Report
for
: This field provides the value for the first dimension (Y axis in the case of vertical graphs) of the graph.
-
Plot
for
: This field provides the value for the second dimension (X axis in the case of vertical graphs) of the graph.
-
Group by
: This field provides values for the advanced dimension of the graph. The report will be grouped according to the value given in this field.
- Criteria filter : You can further scrutinize your report by choosing a criteria. Once saved, the report will be plotted according to this criteria.
-
Click
Save
.
You can further refine your reports by choosing a
Card
Date
and
Report
Period
from the dropdown at the top.
-
If the value selected in plot for field relates to a date or time, frequency of the graph can also be plotted.
-
If the report is
plotted
for
average or actual
card
transition time,
the
Plot
Option
will be set to
Transition
by default.
-
To generate reports for average or actual of
Card through stage
or
Card duration in stage
, choose
Stage
in either
Plot For
or
Group By
columns.
Explore some benefits, and business scenario for
Custom Reports
in Qntrl.
Learn to create trend analysis
reports
in Qntrl.
Edit/delete report
- Navigate to Reports and select the report to be edited.
-
Click
Edit
at the top right of the screen.
- Make the necessary modifications to the report and click Save .
-
To delete the report, click
at the top-right corner of the edit pop-up. Confirm your action.
Add folder
-
Navigate to
Reports
and click
Add Folder
hyperlink in the left panel.
- Give a name to your folder and press enter to save.
Edit/delete folder
- Navigate to Reports and mouse over the folder name in the left panel.
- To edit your folder name , click the edit icon . Make the changes and press enter.
-
To delete your folder, click the delete icon
.
Confirm your action.
Other reports
Reports that are not classified under specific folders fall under Other Reports. Navigate to reports to view the list of
other reports
in the left panel.
Chart Options
Qntrl supports 6 different chart types in which you can view your reports. To change the chart type:
- Navigate to Reports and choose a report from the left panel.
- Select the different chart options available at the top panel.
- Chart Type : Select the type of chart you wish to view.
- Plot Frequency : Choose the frequency (daily, weekly, monthly, or yearly) that the report needs to be plotted in. This option appears only if the Plot For field of the report is filled with a date or time field.
Filtering reports
Filters help narrow down the report results and display a focused view. To filter reports:
- Navigate to Reports and choose a report from the left panel.
-
Click
at the top-right corner.
- Choose one or more categories to filter and click Find.
Navigate to cards from reports
You can navigate to corresponding cards right from the reports. Mouse over the graph and click on it to navigate to the related card.
The criteria of the report can be viewed from the card page. You can also add filters to this view and save the applied criteria and filters as a new
custom view
.
Note:
-
When a graph is plotted based on the transition owner, navigation to the card is not possible.
-
When reports are generated for average, actual, maximum, minimum, and sum of any field other than custom integer or decimal fields, navigation to the card is not possible.
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