(v24) Create Self Service Reports

Create Self Service Reports

This applies to: Visual Data Discovery

Generate and manage reports using Symphony's new self-service reporting capability inside the Visual Data Discovery module. Create customized reports using a table visual, adding a report header and footer as needed.

Additionally, you can apply filtering, conditional formatting, and grouping to your data. Apply aggregate functions on different fields to produce the report you need. Export easily as a PDF, including all of your customizations.

Note: Self service reports are limited to 15 columns of data, 1,000 groups of data, and 100,000 records.

Create a self service report

Create a report from any available data source, and apply any filtering, grouping, or conditional formatting as needed. Add a header and footer to provide information and context as needed. After you create a report, you can favorite it, save a copy of it, and easily export it (up to 15 columns of data) as a PDF.

1. Navigate to the Reports work area in the Visual Data Discovery module.

2. Select Create Report. A blank Untitled report work area opens.

3. Use the Select source option to pick a source to include in this report.

4. Select an available source from the options provided in the Select a Source modal. After selection, a Select Columns modal opens.

   Note: Only sources with data that can be presented in a table are shown.

5. Select one or more columns from your data source to build your report. Scroll through the options or use the Search feature to find specific fields.

   

   Note: You can control the fields used and shown to users for self service reports by adjusting the field visibility in your sources. See Hide Fields.

6. When you have picked all of the columns you wish to include in the report, then select Create Report. Symphony generates your report and displays the report data in a widget in the Untitled report work area.

   Note: The maximum number of columns you can include in a report is fifteen.

   

7. Name and save your report when you're ready, updating the name, adding a description, and assigning tags as needed.

Define a header and footer to your self service report

Note: By default, the report header and footer are enabled for all reports. Select the Report Header & Footer icon in the reports icon bar to toggle the header and footer sections on and off.

1. Select edit icon in the header or footer area of the report to make changes to it. The selected section expands and opens for editing.

2. Enter the header or footer text you'd like to include, then select the edit icon again to save your changes. The section shrinks and your changes are visible in the report work area.

3. By default, the current date is included in the footer work area, and you can optionally add trademark text, copyright information, or other static information alongside the date.

4. When you are satisfied with your edits, Save your changes.

   Important: The name of the report, the date of the report, pagination information, and any trademark information you provide are included in all reports, even if the headers and footers are disabled.

Export your self service report

1. After you create and save your report, you can access and select the export icon.

2. Select the export icon. A preview window displaying the first few rows of entries in your report opens.

3. If you like the look of your report, select Export PDF to download the report. Select Cancel to go back and make further changes to your report.