(v23) Symphony Managed Reports

Symphony Managed Reports

This applies to: Managed Reports

This article introduces the concepts behind managed reports in Symphony, which are one type of view you can create. This type of report is sometimes called multi-page or paginated reports.

There are two main differences between Symphony dashboards and reports:

• Reports are designed to be laid out into pages and you typically scroll them to see their content, while dashboards are usually designed for displaying on computer and mobile screens. Reports include page headers and footers and are ideal for saving as a PDF file and printing, although you can also view them directly within Symphony where they are interactive like dashboards.

• Reports enable you to create detailed views made up of visualizations and other content repeated like a template for each of a series of values in your data. Using template regions, you can produce a wide variety of page-formatted reports.

Note: If the type of report you want to create is not meant to be paginated, and is laid out by hand rather than repeating vertically or can be created with a table visualization, you can use a dashboard instead.

Walkthrough: Designing an Inventory Report

Related video: Scorecards and Reports

For more information about managed reports, see the following articles:

• Managed Report Layout Regions
  • Report Headers and Footers
  • Page Headers and Footers
  • Grouping Hierarchy Region
  • Group Headers and Footers
  • Group Body
  • Child Groups
  • Sibling Groups
• Report Layout Example