Reports & dashboards
Reports turn any table into a figure or a chart; dashboards lay reports out together on one screen. Both live under Administration → Reports and Administration → Dashboards, and a navigation module can open any dashboard directly.
Every figure is computed as the person looking at it: a report reads its table through the same list API the screens use, so the table's read roles, the fields the person may read and every row visibility rule apply. Sharing a report never shares data — two people opening the same report can see different numbers, each the ones they are allowed to see.
Building a report
A report is created and edited on the same screen, a wizard whose five steps are all reachable from the bar at the top: Source, Type, Configure, Style and Share. The sidebar shows what the current step chooses; the rest of the screen is the report itself, live, recomputed a moment after every change. Nothing is typed: tables, fields and options are picked.
Above the preview sits the report's filter, built with the same EQL builder as the lists. It is a property of the report, not a control for whoever reads it: readers never see it, they see the figures it selects.
The types
| Type | Shows |
|---|---|
| Number | One figure — how many, a total, an average, the lowest or the highest — for all time or for this week, month, quarter or year, optionally against the period before (▲ / ▼ with the change in %). |
| Percentage | The share of the records that meet a condition, built with the EQL builder beside the filter, drawn as a ring. |
| Bars | One bar per group of a field, across or upright. A second field splits each bar into segments: stacked, side by side, or 100%. |
| Pie | Each group as a share of the whole: donut, full pie or half ring, with the value, the percentage or both beside each slice. |
| Trend | A measure over time along a date field, per day, week, month, quarter or year, as a line, an area or columns; one line per value of a second field; optionally adding up as it goes. |
| Table | The records themselves: the columns you pick, sorted, 5 to 50 rows, with an optional totals row. |
| Pivot | Rows by one field, columns by another, the measure in every cell, with row, column and grand totals and optional shading by value. |
Configure
The Configure step holds what the report counts: the fields to group by or split by, the date field and interval, the measure (count, total, average, min, max of a number field), the order (largest first, smallest first, A–Z, or the order the field's choices are defined in) and how many groups to show (top 5, 10, 20 or all). Its Options are on/off switches:
- Gather the rest as “Other” — past the top N, the remaining groups become one.
- Leave out the empty — records with no value in the grouping field are not counted.
- Compare with the period before (Number) and Add up as it goes (Trend).
- Totals row (Table).
- Figures open their records — drill-down, below.
Style
The Style step picks how the report is drawn: its palette and, per type, the bar direction and stacking, the pie's shape and labels, line/area/ columns, the legend, the values on the bars, short numbers (1.2K) and the pivot's shading.
There are six palettes — Theme, Accent, Cool, Warm, Traffic light and Soft — and none of them contains a colour of its own: each is made of the active theme's variables (its accent, its tones, and mixes of them with the page's surface). Change the theme, or switch to a dark one, and every report follows. Two reports with the same palette give the same group the same colour, whatever their type.
Drill-down
With Figures open their records on, every figure opens the table's list filtered to exactly the records behind it: a bar, a segment, a slice, a trend point, a pivot cell, the number itself. The list's filter is the report's filter narrowed to that figure, so the count at the bottom of the list is the figure you clicked. In a table report each row opens its record, and See them all in the list opens the whole selection. While a report is being built, drill-down opens in a new tab so the draft stays as it is.
Share
A report is shared with everyone who signs in, with one or more groups, or — nothing chosen — kept to its owner and the administrators. Only the owner and administrators can change or delete it.
Dashboards
A dashboard is a screen of reports placed on a 12-column grid. Viewing and editing are the same screen: whoever may edit it sees a pencil in the top right corner.
The pencil opens a panel on the right to add reports (a click places one) and to share the dashboard — everyone, groups, or owner and administrators, as for reports. Drag a report by its title to move it and by its corner to resize it; the others make room. Changes save themselves a moment after the last one. Where the panel does not fit beside the grid it floats over it and can be hidden while you arrange; on a phone the reports stack one under the other.
A dashboard shows each report to each person as far as the report is shared with them and as far as they may read its table — a tile they cannot see says so instead of showing someone else's figures.
Opening a dashboard from the navigation
In Apps & Modules, a module of type Dashboard opens the dashboard you pick. That is how an application gets a home screen of its own.
The ITSM and AGILE overviews
The ITSM and AGILE bundles ship an Overview as the first module of their application: a dashboard with a row of numbers (open incidents, open problems, changes awaiting approval… / active sprints, open stories, open tasks, open impediments) and a row of pies below. Like the rest of a bundle it is seeded once: change it and it stays as you left it; delete a report, the dashboard or the module and it does not come back.
Limits
- A report reads at most 20,000 records; when there are more, it says so under the figure instead of cutting silently.
- A split or a trend draws at most 8 series (the smallest are gathered as “Other”); a pivot shows at most 25 rows and 12 columns.
- Grouping works on single choice, yes/no, relation, user, group and table fields. A yes/no field has two answers: a record where it was never set counts as No.