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
Menu	Export: report to Excel/PDF Drill Mode: normal (keep all parent), or “Last Level and history” (default) Show graph/Hide graph: show or hide graphs Show only graph: show only graphs Hide table/Show table: show or hide table Skip zeros: hides report lines where all values are zero/blank New bookmark: saves the current drill and filters as a bookmark (see homepage) New todo: creates an activity/issue, with the current report attached as an Excel sheet Report SQL statistics: displays the SQL’s the report runs and the time they use (in milliseconds) Edit: Administration tool
Filter	Remove 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
Expand	This arrow will expand the report in the “Y” direction, with the next level in the RED area
Expand	This menu will add the dimension you select to the next level in the RED area.
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

The drill mode controls the expansion of the dimension in the Y-direction, and can also be used to expand several levels of the report with one click.

All levels

will keep all the data:

So, as the report is drilled to see the details in blue, it will still keep the other green elements.

Last level and history

will focus only on the drill:

So, as the report is drilled to see the details in blue, it will only keep the parent element.

1/2/3 Levels

opens all elements 1,2 or 3 levels

Select measure

It is possible to hide or add measures in a report, this is done by selecting ((Select measure)) in the 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/hide graph/table

Show/hide graph/table are used to show and hide the graphs and table in the report.

Report bookmark

A bookmark enables you to save the current state of a report, and it is possible to use as a shortcut within the system. To create a new bookmark, select new bookmark in the bookmark menu.

When creating the bookmark, you will be asked to choose the name.

Note

When choosing a name, consider using a short explanation. The report name will automatically be included in parantheses.

Your bookmarks are possible to reach from your home page.

You can also reach your bookmarks from the report the bookmark originates from:

You can change an existing bookmark by choosing the bookmark, do the changes needed and select update bookmark.

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 Deem Insight has been set up to send email, you can select send. Another option is to open url in browser and copy and send the URL.

In Deem Insight you can also share bookmarks, these will only appear in report bookmark menu, under shared:

The possibility to share bookmarks are restricted by role access. Please contact your superuser for further assistance.

New task

A task can create an activity or issue. The functionality on activities/issues are further explained in the Activity section of this document.

When creating the task from a report, the activity/issue will also have the current report exported as an Excel attached.

Tip

Using task is a great way of doing follow-ups and take action on the report data.