Creating a report

A report in Deem Insight is a drill-enabled analytical view of your data. You define dimensions, measures, filters and layout so that the report shows the information needed for insight and decision-making. This guide explains how to create and configure a new report.

Deem Insight supports drill reports. There are two main categories of these reports, “periodic” and “all data”. The main difference between these categories are how the measures are grouped.

	Periodic	All data
Filter	Should contain a period selection	No specific requirements
Measures	Measures should be grouped in periodic groups (YTD,TP etc)	No specific requirements
Zero values	Null/0 values might appear because dimension exist, but not in selected period	No specific requirements
Dimensions	No specific requirements	No specific requirements

To create/modify reports, the user must have analytics administration access. You need to create a connection and data sources before you can start building a report. The reports can either be edited from a report by choosing menu and edit, or you can find the report in the “admin” section:

The report management is divided in several tabs, each explained in the following chapters.

Report settings

Field	Description
Key	Report key.
Name	The default report name (but can be changed when adding it to the menu).
Type	Currently just “Report”.
Status	Set the status of the report (statuses can be configured).
Owner	The report owner (select from users).
Period
Open level y	Number of levels opened as a default for the report.
Graph	Show/hide graphs.
Show filter	Show/hide filter.
Notes	Freetext field. The text will be shown in the report’s help button.
Filter	Filters all content in report, graphs and KPIs.
Script	All report/graph/addon table/KPI functions are set here.

Tip

CTRL+space will give you a list of available scripts in the filter and script boxes.

Field	Description
Copy	Copy the report.
Delete	Delete the report.
Import	Import another report.
Export	Export current report.
Preview	Preview the report.
Edit filter	Opens a new window to edit the filter. Contains help functions for scripts.
Edit script	Opens a new window to edit the script. Contains help functions for scripts, colors and icons.
Edit notes	Opens a new window to edit the notes.
Change key	Change the report key.
Select measure	Opens a select measure box.

Page filter

Page filters provide quick access to frequently used filters directly in the report view. They make it easier to adjust the report without opening the full filter panel and are especially useful for dimensions that are used often.

All dimensions that are included in the dimensions can be used as page filters.

1.  Open the report you want to customize
2.  Select Menu → Edit
3.  Click the Page filter tab
4.  Add dimensions you want as quick filters
5.  Set defaults or script behavior if needed

Once configured, the selected page filters will be visible directly in the report view and can be adjusted by the end user.

For each page filter, it is possible to configure additional behavior.

You can as an example:

• Set default values so the report opens with predefined filters applied
• Add scripting to control filter behavior
• Choose where the filter is displayed in the report, for example at the top, left, or right side

These settings allow page filters to be adapted to different report layouts and usage patterns.

Tip

Use advanced filter in the page filter if you want more options for filtering.

Filter

Filters are used to control which data is included in the report. Compared to page filters, filters provide more quick access to advanced filtering options and allow you to define detailed conditions for how data should be included or excluded.

Filters are typically used when more complex filtering logic is required and the users need a quick access to filter in the report.

All dimensions that are included in the report can be used as filters.

To configure filters, switch to Edit report mode and open the Filter tab. From here, you can select which dimensions should be available as filters and define how they should behave. Always set a default operator for each filter.

Row

In reports, you can set a standard drill path.

All dimensions added to the data source are available to set as rows. This can be done in the tab row when you are in edit report mode.

Sorting of the dimension is possible.

Column

In reports, you can set a standard drill path also on the x-direction.

All dimensions added to the data source are available to set as columns, but company and period is often used. This can be done in the tab column when you are in edit report mode.

Sorting of the dimension is possible.

Measure

All measures added to the data source are available to set as measures. This can be done in the tab measure when you are in edit report mode. Regarding how to create a measure in the data source, see the data source documentation.

Note

Measures are global in Deem Insight. If you edit a measure the measure will be changed accordingly in all the reports where it is in use.

Menu

In the menu tab the report is connected to a menu point in addition to which role(s) should have access to the report.

Several roles can be selected.

In the menu access section, you get an overview of which menu points the report is connected to. This is also where filters related to which access the various roles should have to the report is set. In the example below, the users have access to all data.

When a filter is set on the user role as below, the user will only see data specified by the filter.

The bookmarks tab is an overview of existing bookmarks related to the report.

Bookmarks

The bookmarks tab is an overview of existing bookmarks related to the report. For more information regarding how to set up bookmarks, please see Report bookmark

Type related to report

Deem Insight can be used to connect several reports from various business areas and link and filter them to the different CLM parts as e.g. account, project. The example below is related to user request.

More information regarding type related to report can be found in type related to report.

Delivery performance

In this tab the user statistics for the selected report is shown.

Filters

Filters added to the report are not possible for the user to remove or change. Standard SQL syntax is used (see SQL where clause).

Please note that most of the period scripts can be offset by adding +/- offset, -1 returns previous value.

In addition, some parameters in the filter might be scripted. The following expressions are supported.

Function and script	Description
$period.getCP(int i)	Returns current period, possible to offset +/- with input integer, 6 digits (‘201810’)
$period.getCP_LY()	Returns current period last year, 6 digits (‘201710’)
$period.getCP_LYTD()	returns periods LYTD, to be used with IN operator: (‘201801’,‘201802’).
$period.getCP_YTD()	returns periods YTD, to be used with IN operator: (‘201801’,‘201802’,‘201803’,‘201804’).
$period.getCurrentDate()	Returns the local date (‘20181016’)
$period.getPeriod()	Returns the current period as integer, 6 digits (week or month based on the settings in $period.setMode()) (‘201847’)
$period.getPeriodStr()	Returns the current period as string, 2 characters (‘01’) (week or month based on the settings in $period.setMode())
$period.getQuarter(int i)	Returns a quarter, can be offset by adding +/- offset, -1 returns previous quarter. 6 digits (‘201803’)
$period.getTerial(int i)	Returns a financial terial, can be offset by adding +/- offset, -1 returns previous terial. (‘201802’)
$period.getType()	returns TYPE_MONTH(month) or TYPE_WEEK(week).
$period.getYear(int i)	Returns this periods year, can be offset by adding +/- offset, -1 returns previous year. (‘2018’)