This information relates to the legacy Reporting module, currently being modernized into reporting features available within the dashboard itself. Once this modernization has reached feature parity and reports have been migrated, the legacy module will be decommissioned in favor of the modern, dashboard first reporting experience. Reporting is only available for users on Dexibit's Growth or Enterprise pricing plans.
TABLE OF CONTENTS:
Creating a report
To create a new report, from the Reporting module, click the New report icon. Only administrator users can manage reports.
On the pop up modal, enter your report title, plus:
Choose to work from an existing report template, or start from a blank page.
Select the default reporting period of the data you wish to view for the entire report (for example, if you’d like to view data across the month by default), which can be adjusted later to differ on a per visualization basis.
Check if you’d like to schedule report emails, if so:
Select how often you’d like your report to run
Enter when you’d like your first report to be sent
Choose if you’d like to add a lag when automatically sending reports (for example, if you want your report to hold 48 hours before being sent if you’re waiting for manual data to be entered)
List the email addresses you’d like to receive a copy of your report
Check if you’d like to restrict access to your report (it will be hidden by default from other users and you can choose to share your report with others later once your report has been created)
Upload an image if desired (we recommend 100 x 150 pixels in .jpg or .png format)
When you’re ready, click OK to complete.
Editing a report
To edit an existing report, simply click the report you wish to access. Only administrator users can manage reports.
Adding a new page to your report
A report design can comprise multiple pages. A page can be made up of two styles:
A grid (up to 3 rows, each with up to 3 column widths)
A full page expanded view (a single cell, especially useful for master visualizations with summary statistics and periodic totals)
To add a page, click the add page button from the top header menu.
In the pop up modal, choose your page style type. Click OK to continue.
Reordering a page in your report
To reorder a page, navigate to the page you wish to reorder, click the reorder page button from the top header menu (shown with a cog icon).
In the pop up modal, choose the new page number for your current page.
Navigating to a specific page in your report
To navigate to a page, select the page number from the top header menu.
Deleting a page in your report
To delete a page, click the delete page button from the top header menu.
