Create a Report

Create a report

1. Do one of the following:
   • To create a versioned report, open a project and navigate to Model > Reports.
   • To create a non-versioned report, open the Solution and, on the navigation bar, click Reports.
   • To create a non-versioned report from a generated response in Vee, see Create a report with Vee.
2. Click Create Report.
3. Add a title and description for your report.
4. In Report settings, do the following:
   1. Under Report on, select a subject or event.

   2. Choose the table type for your report, select Table or Pivot Table.

      • Table: Organize data into columns and group by rows for detailed lists.

      • Pivot table: Intersect row and column categories to calculate aggregated values like sums or averages.

      Note: Table is the default table type. Switching the table type removes all configurations, such as columns, rows, and group by's. It is recommended to decide on your report structure before adding specific attributes.

   3. Configure your report data based on the selected table type by clicking the Add button or the input field for each section. To arrange or modify how your data calculates and displays, see Manage fields in the Report Editor.

      • For tables:
        • Add columns to define the column attributes.
        • Add group by's to define row attributes.

      • For pivot tables:

        • Add rows to define the row attributes. These will display as flat rows.

        • Add group by's to create expandable and collapsible nested groupings within your rows. For more information, see Pivot table layout examples.

        • Add pivot columns to transform dimension members to column headers, pivoting the data for cross-tabulation.

        • Add values to calculate aggregated values, such as sum or average, at the intersection of your rows and columns.

5. Click the Time picker to set the time window and time context. If you want the report to continuously display the latest data, select the Update automatically to check box and select a time period option.
6. Optional: Click Add a filter to apply a filter to the entire report.
7. Optional: Edit suggested attributes for the report. For more information, see Edit suggestions.
8. When you're finished, click Done editing.
9. If creating in a project, do the following:
   • Add the report to a content package. For more information, see Content Packages.
   • Publish the project to production. For more information, see Publish Project Changes.
10. Optional: In the Reports room, click the Share button in the Quick Actions menu to share the report with others. You can select the users or user groups to give Viewer access to the report, or generate a link that you can share with other users. You can also access this option when editing the report.

    Note:  

    • The Share button is only available to the report owner. The report must be created in the Reports room (non-versioned).
    • Users must also have the Share Analysis capability to share reports with other users.

Pivot table layout examples

Adding an attribute as a row or a group by changes how flat or nested your data looks when building a pivot table.

Example: Flat layout

When you add attributes as rows, every combination of data gets its own row. If multiple rows share the same detail, such as location, it is repeated on every single line.

Example: Nested layout

When you add attributes as a group by, the data rolls up into a hierarchical tree structure. Users can click to expand or collapse details.

Manage fields in the Report Editor

Once you have added attributes to your report, the following actions can be used to arrange or modify how your data calculates and displays.

Layout actions

• Rearrange fields: Click the Move button next to the field you want to move and then drag it to the desired position.

• Replace an attribute: Click the name to replace it with a different attribute.

• Delete a field: Click the Remove button to delete the column, row, group by, pivot column, or value.

• Sort data columns: In the report, you can sort the columns by ascending or descending order by clicking the column names. Hold the Shift key and click to sort multiple columns.

Field customization actions

Click the More options button next to a field to edit its display name or configure specific behavior. Depending on the report type and section you are working with, you can access the following settings:

• When working with columns in a table, select an aggregation function. An aggregation function is the calculation type used when you group the data together in rows.
  • The aggregation functions will only appear in the report if you add a group by. For example, if you select Sum on a column for Actual Pay, then group by Location, each row in the column will show you the sum of actual pay for each location. If you added a column for a calculation concept property that has subcolumns, you also have the option to manage the subcolumns that appear in the report. For more information, see Manage subcolumns in a table.
• When working with group by's in a table or a pivot table:
  • Select if you want to show counts. If you toggle Show count, it will show the number of records under each group in the report.

  • Select the levels to include. Each level you select will be added as a separate group by in your report.

• When working with pivot columns in a pivot table, select if you want to show overall. If you toggle Show overall, it will show the overall as a column in your report.
• When working with values in a pivot table, select an aggregation function. An aggregation function is the calculation type used in the pivot table, such as sum, count, or average.

Manage subcolumns in a table

If you added a column for a calculation concept property that has subcolumns, you have the option to select which subcolumns appear in the table. If you do not select any subcolumns, only the total column will be shown by default.

A calculation concept property is a value derived from hierarchical calculations performed on leveled dimensions. For example, let's say you select Actual Health Benefits, which is a property on the Total Cost of Workforce calculation concept.

Total Cost of Workforce performs calculations on a leveled dimension called Payout Item. A Payout Item is the payroll category that makes up an employee's payout. The Payout Item leveled dimension may have multiple levels that can be selected as subcolumns in the report, depending on your data. You can select a specific level to view all attribute values at that level.

For example, Actual Health Benefits may have the following levels:

• Level 1 (Payout Item): The amount of Actual Health Benefits broken down by payout items in the selected period.

  

If you do not select any subcolumns, then only the total column will appear by default, as shown in the following screenshot:

If you select a subcolumn, then all the attribute values at that level will appear nested under the column, as shown in the following screenshot:

To manage subcolumns, do the following:

1. In Report settings, under Columns, hover over a column and click the More options button .
2. Click Manage subcolumns.

   Note: This option only appears for columns with subcolumns available.

3. Select the levels to include under the column.
4. Click Apply changes.

Create a report with Vee

When you ask Vee a question and the response is returned as a list, you can create a non-versioned report using the data in the generated response. Use prompts such as:

• Show me a list of absences that happened in January, including the length.

• Give me a list of high-potential employees who are at a high risk of exit.

• Show me a list of software engineers hired in the last six months, along with their office location and manager.

For more information, see Write effective questions.

How to create a report using Vee

1. Click Ask Vee on the navigation bar.

2. Enter a question in plain language that includes a list prompt.

3. In the response, click the Create Report button.

   

Once created, the report will open in the same window and is automatically saved in the Owned by me tab with the following pre-populated details:

• Title: Report created by Vee at YYYY-MM-DD HH:MM

• Description: This report was created by Vee. It contains relevant information based on your conversation. You can modify it as needed.

• Group by and filters: Applied based on the response. However, the exact sort order may not carry over. For example, if the Vee response is sorted alphabetically by Full Name, the report will open unsorted. You can manually apply sorting in the Report Editor.