Create a basic report – Step by step

Basic reports are a quick and easy way to create the most common reports. To create a basic report you go to the Basic report section through Basic reports in the menu or the start page. When you first open the basic report page there are only a few selections (keeping it as simple as possible).

You need to specify the date and time of day that you wish to create the report for.
You do this by writing the from and to date in the format year-month-day (ex: 1/1/2010) or by selecting the dates from a calendar by clicking on the calendar icon. You can also change the month and year quickly by clicking on the header on the calendar popup.  


When you have selected the period you want the report to cover you need to select the hours of the day(s) that the report should contain. You do this by setting a start and stop time. For example from 07:00  AM to 5:00 PM. Just as with the dates you can input the time by writing the value in the format hour:minute or by clicking on the clock icon next to the textbox.


When you have selected the period and hours to include it's time to choose which type of report to create. You do this by first deciding what /wiki/spaces/PTD/pages/7372873 to use.

The modules shown in the list depends on what platforms are activated for your installation. But the principle is the same regardless of the underlying target platform. If you want to create a report for Attendants you click on the TRF – Attendants to display the reports that are available in the Attendant module.
 
 

Under the module TRF – Attendants there are three report types (this vary depending on which module you selected). If you want to measure attendants individually you select the Attendant report to display the available basic reports for this report type.


You then are presented a list with basic reports for attendants. The next step is to select which of these basic reports you want to create.  When you select a report the page is reloaded and you will see all the attendants that your account has privileges to measure. 



If there is more than one collection point (see the section definitions for information about what a collection point is in Dstny Analytics Platform) you must first select which collection point (s) you want to include. When there only is one collection point it will always be selected. The next step is to select all measurement objects you want to include in the report. You do this by checking the checkboxes to the left of the measurement objects and/or groups you want to include. (Please read the section Definitions at the starting page for information about what a group is). You can choose any number of rows. To choose all, use the checkbox at the top.

You have now done all you need to do to create the report. The final step is to click on the button named Execute. 
The page is now reloaded and the report is created.
 
In this mode you can always choose how you want to see the report by selecting the time grouping reports are shown in. You can do this by selecting the desired grouping in the list of radio buttons above the graph.

If you for example choose to view the report by weekday instead of by time the result is displayed sorted on weekdays instead of by the time of day.
The columns depends on which basic report you selected earlier. All columns that are presented in Dstny Analytics Platform has clickable headers that displays a tooltip/popup that describers what the columns contains and how to interpret the values correctly.

You can also export the report to Excel, print it or send it as an email attachment to one or several email addresses. You do this by clicking on the icons in the bottom right corner of the page. You may need to scroll down the page to see them depening on your screen resolution.

When you have created a report you can choose to let the page refresh itself automatically with a given interval (to follow up the report under the day without manually needing to re-execute the report). You can activate this feature by checking the box named Auto update below the Execute button.
If your account has the rights to use advanced reports you can click on the link Open in advanced mode to open the underlying advanced report directly, and view all the available columns for this report type.


That's all there is to create and use the basic reports independent of the underlying platform. The usage of the basic report is always the same.