Ad-Hoc Reporting: Report Type

Ad-Hoc Reporting: Report Type

Purpose

  1. This article will review selecting your Ad-Hoc Report Type within the Reports module. 
  2. The options available in each tab will vary based on if you choose Tabular Report or Summary Report. 

Related Articles


Video



Instructions



1. After completing the Data Source Configuration selections, click next to go to the Report Type tab.


After completing the Data Source Configuration selections, click next to go to the Report Type tab.



2. Select Tabular Report for a report that is grouped in columns and rows and displays all of your data in an organized format for review. (See below for more information on report type differences.)


Select Tabular Report for a report that is grouped in columns and rows and displays all of your data in an organized format for review. (See below for more information on report type differences.)



3. Select Summary Report for a broad look at your data like totals, averages, percentages, and counts. Charts and graphs can be made from Summary Reports.


Select Summary Report for a broad look at your data like totals, averages, percentages, and counts. Charts and graphs can be made from Summary Reports.



4. Click on Next to move to the next tab for creating a report.

  1. For a Tabular report you will go to Columns next. (See Ad-Hoc Reporting: Columns)
  2. Summary Reports do not have Columns, and you can go to the Sort tab next. (See Ad-Hoc Reporting: Sort)


Click on Next to move to the next tab for creating a report.




Understanding Report Types

  1. Tabular Reports:
    1. A tabular report returns all the rows in a dataset after the data and joins have been processed.
    2. Users can filter, sort, add criteria, and group the data in various ways.
    3. The focus is on displaying all individual rows contained within the dataset.
    4. Tabular Reports now have the ability to add in a Summary Row aggregating the columns inside of the report.
  1. Summary Reports:
    1. A summary report aggregates data based on one or more columns.
    2. Instead of displaying individual rows, it summarizes the data, offering an abstraction.
    3. For example, the report might group data by fire station and provide a count of incident reports for each station, without showing the underlying rows.

Key Differences




Tabular Report Example of data display: 




Summary Report Example of data display:




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