Advanced reporting allows the generation of custom reports within your Workia data!
Accessing Advanced reporting
Navigate to your Dashboard. and then click on the "New Report" button located at the bottom of the dashboard screen.
Choosing your report builder option
You have two options:
Build my own report: Manually select the data and parameters for your report.
Ask AI for a report: Let our AI Assistant create a report for you based on your requirements.
Build my own report
If you choose to Build my own report, you will need to specify the type of data you want to include.
Once you have selected the data type, click on "Make Report". The report builder will generate a report based on the data selected.
Ask AI for a report
There are 2 ways to access the AI reporting tool. First is clicking the AI icon beside the search bar on top of the screen and selecting Visualize Data. Another way is to click on Dashboard and upon clicking New Report, select the "Ask AI for a report" option
Ask AI for a report will let you describe the type of report you would like to create. Simply type your request in the provided field and click the Send button.
The AI Assistant will generate a report based on your prompt. You can also choose to have the data presented in a Pie Chart, a Bar Chart, or a Table!
Setting up your report
After selecting or specifying the type of data you want to create a report on, you will be redirected to a table where you can find options for the data type, additional data sources, and the columns associated with the data type and data sources.
Upon selecting a data type, the data columns associated with it will be pre-populated.
Filtering your report
To refine your search, you can add filters. Click on the data sources that appear at the top of the table. Once you select a data source, choose the corresponding data source as your filter, then select an operator and the value you want to use for filtering your report.
💡Note: As you apply filters, the report table will automatically update. A count will appear indicating that a filter is in use and showing that changes are being applied to the data in the table.
Renaming and arranging columns
To rename a column, simply click on the name of the column header you want to edit and it automatically applies the name you entered!
To rearrange your columns, drag and drop the rearrange icon on the left side of the column names.
To delete a column, simply click on the "delete" icon.
Exporting your report
If you need to extract your report, you can export the current view of the data. Simply click on the export icon, and it will automatically download the report based on the active columns in your report. An .xlsx file will be downloaded.
Managing your reports
Adding a description to your report
Adding a description to your report can help with documenting and understanding the context behind the report that was created. You can do so by clicking the description icon to open the text pop up. You can write away and it will automatically save the text.
Saving your report
If you plan to reuse or revisit your report, you can save it for future use by clicking the "Save" button.
You can see the list of saved reports by selecting "Saved Report", a drawer will appear on the right with the title of the report. You can click on the report directly or by clicking the three-dotted icon and selecting "Open".
Deleting your report
To delete saved reports, click on the three-dotted icon and select "Delete" to clear the saved report.
