Report functionality

Within your menu, you will be given access to a number of reports. Based on the setup done by your administrator, the naming of the reports will be specific to your company. This guide will give an overview of general functionality within a report.

Multidimensional report overview

Function	Description
Refresh	Reload the report, removes all user filters/changes
Bookmark	New bookmark: Saves the current drill and filters as a bookmark Your bookmarks: Save and send bookmarks
Menu	Hide graph: Hide graphs in the report Hide table: Hide table in the report
Filter	Clear all filters: removes all the filters added Filter multiselect: You can “pause” the report before selecting the filters. This functionality will save you time when drilling in large drill reports. Select actual filter and press show report. New: Select the dimension you want to use as filter for the report
Selected Filters	Filters predefined by the administrators and added by you will appear in this section of the report
Report menu	Drill Mode: normal (keep all parent), or “Last Level and history” (default) Select measure: Add and hide measures in a report Skip zeros: Remove rows with no data Export: report to Excel/PDF
Expand	This arrow will expand the report in the “Y” direction, with the next level
Expand	This menu will add the dimension you select to the next level.
Y-Dimension	The dimensions selected to be the traditional drill path for the report in the Y direction
X-Dimension	The dimensions selected to be the traditional drill path for the report in the X direction

Navigating the report

If you want to show the next level just for one row you can click the [blue]#+#, or the text. It is also possible to select any other dimension by opening the drill menu. This menu is opened by “right click”

It is also possible to drill/open dimensions on the X-axis, this is done by right-click” on the title line (outside the text):

Caution

Opening large dimensions (e.g. Order Numbers) on the X-axis is not recommended, due to performance.

The report can be collapsed by using the ”-” sign on the dimensions.

Linked content

The dimensions can be linked to records in Deem Insight, or to other reports. If this is the case, a symbol will appear on the record:

Sorting

By default, with no ((sorting)) on measures, the report is sorted by the selected dimension. By clicking a measure header, it will be sorted descending, click once more for ascending, and once again to remove the sorting.

Graph functionality

Graphs are used to visualize values and to filter content. On mouse over, the actual values are shown:

When clicking this section of a graph, the entire report is filtered using this dimension. The filter used will be shown both in the graph itself, and also added to the report filters.

Export

The export functionality covers Excel and PDF download of the report, and it will contain data currently showing in the report area.

The export dialog gives you as a user some possibilities to format the output

• Name: The file name
• Title: The report title in the document

Using the “Advanced options” you can also change the following options:

• Color Theme: The colors within the report
• Font: Options to use fonts that are mono-spaced (Courier)
• Split Dimensions: Dimensions where e.g. id and name is combined are split into two columns
• Autofilter
• Sum levels in export
• Split export in detail files on

Tip

Save as standard config is an option for the administrator to set the company default.

Drillmode

Drill Mode controls how dimensions are expanded vertically in the report. It allows you to expand multiple levels in a single action.

To access Drill Mode, open the table menu and select Drill Mode. You can choose between:

• All levels
• Last level and history
• 1, 2, or 3 levels

All levels

Expands all available levels in the selected dimension when drilling.

All existing dimension values remain visible, allowing you to see the full structure while drilling deeper. No data is collapsed when a new drill is applied.

Last level and history

Focuses only on the active drill path. This is the default drill behavior.

When drilling, all other dimensions are collapsed and only the selected element and its parent hierarchy remain visible. This helps reduce noise and keeps the report focused on the selected drill structure.

3 levels, 2 levels and 1 level

These options control how many levels in the drill path are expanded.

• 3 levels

Opens three levels in the drill path. In this case, it produces the same result as All levels, showing all three available levels.

• 2 levels

Skips the top level and hides the Company dimension, showing only two levels in the report.

• 1 level

Skips the two top levels and hides both the Company and Business Area dimensions, showing only the lowest level.

Note

You need to first drill down on the drill path you want to show before you select any of the features in the drill mode.

Select measure

It is possible to hide or add measures in a report, this is done by selecting “Select measure” in the table menu. Please note that this will not change the original settings for the report. These changes apply only for your session. You can of course save it as a bookmark for later use.

Show or hide graph or table

You can show or hide both graphs or tables in the reports by selecting show or hide graphs or table in the top menu.

Report bookmark

Report bookmarks allow you to save the current state of a report, including selected filters, drill level, sorting, and view settings. Bookmarks make it easy to return to a specific report configuration or share the same view with other users.

Bookmarks can be used as shortcuts within Deem Insight and help ensure consistent report views across users and sessions.

To create a new bookmark, open the bookmark menu and select New bookmark.

When creating a bookmark, you will be prompted to enter a name.

Note

Choose a short and descriptive name that explains the purpose of the bookmark. The report name is automatically included in parentheses and does not need to be repeated.

After naming the bookmark, you can review the bookmark details. From here, it is possible to adjust settings and define whether the bookmark should be shared with other users. Select Save and close to store the bookmark and return to the report in the bookmarked state.

New bookmark

• Saves the current report state. You can create multiple bookmarks for the same report to support different use cases or perspectives.

Clear bookmark

• Removes the active bookmark and resets the report to its original state, without any saved filters or drill selections applied.

Update bookmark

• Updates the selected bookmark with the current report configuration. This is useful if the report setup has changed and you want to keep the same bookmark name.

Your bookmarks

• Displays all bookmarks you have created. These bookmarks are stored for later use and can be selected at any time.

Your bookmarks are possible to reach from your home page.

Note

If you have selected a bookmark, and made changes to the report, by choosing the refresh button in the report, you will get back to the saved bookmark state of the report. By using F5 or refreshing the browser, please be advised that you will get back to the original report without the bookmarked filters.

Deem Insight allows you to send bookmarks by email, or send a URL link to the bookmark.

If email functionality is enabled in your Deem Insight setup, you can send the bookmark directly by selecting Send. Alternatively, you can open the bookmark in the browser and copy the URL to share it manually.

Bookmarks can also be shared internally within Deem Insight. Shared bookmarks appear in the report bookmark menu under Shared.

The ability to share bookmarks is controlled by role permissions. Contact your superuser if you require access to sharing functionality.

Skip zeros

The Skip zeros option allows you to hide rows in the report that contain blank values or only zero values. This can make reports easier to read by removing rows that do not contribute meaningful information.

From the table menu, you can enable Skip zeros.

When Skip zeros is enabled, rows with empty values or zero values are hidden from the report.

To show these rows again, disable Skip zeros from the same menu.

Note

Skip zeros only affects the visual presentation of the report. No data is removed, and the underlying report data remains unchanged.