Creating a new report

To create a new report, click the ‘Add’ icon at the top of the screen.

A new blank report will be created, this works in a very similar way to the pi Dashboard in that it contains cells which can be split to generate a suitable layout for your report. Please refer to Report Layouts for more information.

To save a report, you must give it a name. If the name you enter in the Report Title field has already been used for a different report, the shading and exclamation mark will remain until you enter a unique name.

When a unique name has been entered, click the Save icon at the top of the screen and the report will then appear in the list of reports on the left-hand side of the screen.

Once the report has been saved, several options will become available:

used to preview the report in a web page

used to generate a pdf of the report

used to download the report as a Word document

used to download the report as a PowerPoint file

this icon will open the Schedules tab, and pre-populate the email title field with the name of the report

used to undo the last action

used to reapply any changes that were removed using the Undo icon

if you have an existing report, you can use this icon to duplicate the report as a starting point for your new report

used to apply filters to your report