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.
    • 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.
    • 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.

Security

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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