Single Value Report Type

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A single value report displays one value based on information captured in the application. It can be accompanied by a short text description and can be formatted with different colors using logic rules. This report type is a simple way to display a single summary statistic clearly on the dashboard.

Create a single value report

  1. Expand “Reports” on the sidebar navigation.
  2. Select “Design” to design a new report.
  3. Populate the fields. Data fields with an asterisk (*) are required.
    • Category*: The category grouping for this report. You can create your own categories by navigating to Report Categories under the Lists & Types menu under Configuration.
    • Type*: Select the “Single Value” type of report.
    • Name*: Enter the name of the report.
    • Dashboard Control Name: When used as a control on a dashboard, this is the default name of the control. Leave blank to use the report name.
    • Dashboard Refresh Interval*: When used as a control on a dashboard, this is the interval (in minutes) when the data is automatically refreshed. Toggle No Automatic Refresh to ‘On’ to only refresh data when the dashboard is reloaded. Toggle No Automatic Refresh to ‘Off’ to select the refresh interval.
    • Icon*: Select an icon to represent the report.
    • Datasource*: Select the underlying data for the report.
    • Tags: Enter the list of tags for this report.
    • Description: Enter a short description of the report.
    • Managed By: The contact who manages this report.
      • This field is hidden upon creation and visible when the record is edited. It is defaulted to the user who created the record.
    • Allow Anonymous Viewing: Toggle on to allow anonymous (unauthenticated) users to view this report. It is recommended that you only enable this functionality when approved by your security department. Only users with the “Administer Report” function granted to their security role will see this toggle.
      • When activated, the report will become public, allowing anyone with the link to the report to view it. Linked data is not recommended; links within the report will be redirected to the login page. Please ensure this selection aligns with your organization’s security requirements.
      • When toggled on, an icon will appear on the report search page in the Tags column to indicate the report allows for anonymous viewing.
      • When viewing the details of a report, there is a barcode icon within the Details header which will launch the Encoder tool. This tool will create a barcode with the link to the report embedded so public users may access this report without logging into the system.
    • Archived: Toggle on to disable the usage of this report.
      • This field is hidden upon creation and visible when the record is edited.
      • Archiving a report will add a tag of “Archived” to the report.
      • Archived reports are removed from dashboards when referenced as dashboard controls.
      • The Report Administrators or the “Managed By” report contact can view archived form types by selecting the appropriate value from the Archived Status dropdown.
    • External Identifier: Create a unique identifier for this report.
  4. Select “Save” upon completion.

Raw data

  1. Locate the report and select the “Edit” button for the desired report.
  2. Select “Edit” within the Raw Data section.
  3. Populate the fields. Data fields with an asterisk (*) are required.
    • Raw Data: Enter the raw data.
  4. Select “Save” upon completion.

Single value properties

  1. Locate the report and select the “Edit” button for the desired report.
  2. Select “Edit” within the Single Value Properties section.
  3. Populate the fields. Data fields with an asterisk (*) are required.
    • Value*: The data element to use for the display value.
    • Aggregate*: The aggregate function to apply to the value. Options include: average, count, list, maximum, minimum, standard deviation, sum, variance.
      • List combines the values into one column with commas separating the values. Standard Deviation returns the statistical standard deviation of all values in the expression. Variance returns the statistical variance of all values in the expression.
    • Rounding: The number of decimal places to round the value.
    • Value Format: The format mask to apply to the value. This is used to apply custom formatting to dates and numbers.
    • Auto-Scale: Automatically scale the value and append a K, M, B, or T for thousand, million, billion, or trillion, respectively.
    • Label: The default suffix to display when no style is matched (styles are defined in the section below). Note that this value is placed below the single value information.
    • Color: The default color to use when no style is matched.
      • See the Color Key to view the color names and hex codes with the corresponding color.
    • Icon: The default icon to display when no style is matched.
    • Text: The default text to display when no style is matched. This value is placed to the right of the single value information.
    • Calculated Field: Toggle on to treat the Text field above as a calculated field. Please see Calculated Fields for more information.
  4. Select “Save” upon completion.

Style

The system allows users to configure up to three styles that differ from the default settings (e.g., text, colors), based on logic incorporating the single value. Please note that items with an asterisk are required.

When this condition is met…

  • Operator*: The operator to use for this style.
  • Value: The value to use for this style. Note that when the Operator is “is blank” or “is not blank”, any populated Value field will be removed upon save.

Apply these styles…

  • Label: the suffix to apply for this style. Labels appear next to the single value.
  • Color: The color to use for this style.
    • See the Color Key to view the color names and hex codes with the corresponding color.
  • Icon: The icon to display for this style.
  • Text: The text to display for this style. Text appears below the single value.
  • Calculated Field: Toggle on to treat the Text field as a calculated field. Please see Calculated Fields for more information.

Filters

Filters allow the report to dynamically return results based on defined logic, criteria, and order.

  1. Select “Add” or “Edit” within the Filters section. 
  2. Populate the fields. Data fields with an asterisk (*) are required.
    • Group*: The group of this filter.  Groups are used in conjunction with logical statements where the entire group evaluates to true or false.
      • If an OR statement will be included in the logic, the Group value defines the order of operations.  Use additional groupings to ensure the filtering logic works as expected.
      • If the logic does not use OR statements (the logic only uses AND statements), or there is only a single filter, Group 1 will be sufficient.
      • For example, if your logic looks something like:
        (A and B and C) OR (D and E), the filter elements within the first set of parentheses will be in Group 1, and the filter elements within the second set of parentheses will be in Group 2.
    • Precedence*: The order of this filter in relation to the other filters in the report query.
      • When adding, editing and deleting a filter, the system will automatically renumber the filters by increments of 5.
    • Column*: The column that you will use to filter the data. The naming convention is: [Table.Element] (data type). For example, select Asset Type.Name to filter on the type of asset. There is a search box within the dropdown to help locate data elements within tables. 
    • Operator*: The operator to use for this filter.
      • The Operator value of “contains any of these items” will return all results that meet the entries.  For example, a filter to show only records that “contains any of these items” with “WELL,TANK” would return WELL0001, WELL0002, and TANK0001.
      • If filtering on the presence of Form Tags, please use “contains” or “contains any of these items” as the operator.
      • The Operator value of “is in the list” is appropriate for matching entire values.
    • Value*: The value to use for this filter. There are several options:
      • Enter a single numerical or text value (please note that text values are not case sensitive).
      • Enter a semicolon-separated or comma-separated list of numerical or text values.
      • Enter a GUID surrounded by single quotes.
      • Use a variable. The Append Variable button allows you to quickly select a variable from a re-defined list, including {Today}, {CurrentUser}, {StartDate}, or {EndDate}. Variables are denoted with curly brackets. Certain variables require you to enter a variable’s unique identifier or external identifier to evaluate properly. For example, for {ContactID}, simply enter the Contact’s unique/external identifier within the curly brackets. For Selection Lists, enter the Selection List report’s external identifier within the curly brackets, like so: {SL:Assetas_SL_Active_Assets}. For a full explanation of variable formats, please reference the Variables page.
        • The list of potential variables will depend upon the data type selected. 
        • For date fields, the two filters {StartDate} and {EndDate} must be applied together; you cannot reference only one of these two in the filters for a report.
        • When timestamps matter, Assetas recommends using the DateAdd function (DateAdd(day, 1, {EndDate}) to add one day to the {EndDate} variable as the timestamp on the {EndDate} variable defaults to 12:00AM (the beginning of the day). For example: Telemetry.Active Date >= {StartDate} AND Telemetry.Active < DateAdd(day, 1, {EndDate}).
        • If the filter is referencing one date, please use {AsOfDate}.
        • For comparing telemetry timestamps with {Today} please use Telemetry.Active Date >= {Today} AND Telemetry.Active < DateAdd(day, 1, {Today}).
      • Choosing from Selection Lists:  To configure a filter to select a value from a selection list (as in the case of {SL:Assetas_SL_Active_Assets} above), you’ll need to set the Column value to an ID rather than a name. For example: Asset.Asset ID = {SL:Assetas_SL_Active_Assets} will allow you to run a report on a single asset chosen from the selection list of active assets.
      • Choosing from County, Country, or State Lists:  To configure a filter to select a value from a list of counties, countries, or states, you’ll need to set the Column value to an ID rather than a name. For example: Address.County ID = {CountyID}will allow you to filter by a single county chosen from the list of US counties. To hardcode the filter for a single county, use Address.County ID = ‘GUID’ where GUID is replaced by the 36-character GUID of the county (and retain the single-quotes on either end).
    • Logical*: Defines how to relate this filter to the other filters. If the filter directly after this filter is in a different group, then the logical field will describe how the two groups interact.
      • The AND logical has a higher precedence than the OR logical,  See the table below for examples.
    • Exclude: Toggles whether this filter will be applied.
  3. Select “Save” upon completion.

Manage filters

  1. Select the View/Edit button for the desired filter.
  2. To the right of each filter, under the Actions menu, you may edit the filter position or criteria or delete the filter from the report.

Security

In this section you may define which security roles have access to your report if the report is not set to be viewed anonymously.

By default, reports are not assigned to any security roles; only the user who created the report and anyone with the “Report Administrator” security function will be able to access the newly created report.

When a report is granted to one or more security roles, users of those security roles will also be able to access it.  You can add single roles at a time, or all roles at once.

Add a security role

Reports are only available for use by users who have appropriate security roles.

  1. Locate the report record and select the View/Edit button for the desired record.
  2. Select the “Add” button in the Security section.
  3. Populate the field. Data fields with an asterisk (*) are required.
    • Security Role*: Select the security role that allows the use of the report.
  4. Select “Grant” upon completion.

Add all security roles

Reports may be available to all users if all security roles are granted access.

  1. Locate the report record and select the View/Edit button for the desired record.
  2. Select the “Add All” button in the Security section.
  3. Select “Grant All” to confirm your selection.

Manage security roles

  1. Locate the report record and select the View/Edit button for the desired record.
  2. To the right of each record, under the Security menu, you may revoke this security role which will prompt you to confirm revoking access to any user with this security role.

Validate

  1. Locate the report and select the “Edit” button for the desired report.
  2. Select the “Validate” button to check the report for any issues and display any errors found.

A report without validation errors does not necessarily guarantee that the logic in the report is accurate or that the report will return data. It simply affirms that the way the mappings, filters, and sorting rules have been defined to generate the report.

Run

  1. Locate the report record and select the “Edit” button for the desired report.
  2. Select the “Run” button to run the report.
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