Create Reports and Download Data

In the study context, the top-level menu under Analysis includes two items that allow you to prepare datasets for download and create custom reports.

The Datasources functionality provides various data templates that can be used to export data to Excel or serve as a basis for reports. These templates currently include datasets for released RACT, risks, tickets, ticket actions (ICA and PA), and KRIs.

Using the created datasources, you can build custom reports with the Reports functionality. Reports can then be downloaded in PDF format.

Create a new Datasource

To create a new datasource for downloading a dataset in Excel or using it as a basis for a report, follow these steps:

1. Navigate to the Datasources page under Analysis in the study context.
2. Click New Datasource:

3. Add Datasource ID and name in a popup window and click Create:
4. The newly created datasource will appear in the Data Sources list. Open the created datasource:

5. In the opened page click Edit:

6. In the right-hand editor, click Main Datasource, select one of the templates and click Save:

7. Now it is possible to download the dataset in Excel format. It is possible to edit a datasource or delete it.

Create a new Report

To create a new Report that can be downloaded in PDF, follow these steps:

1. Navigate to the Reports page under Analysis in the study context.
2. Click New Report:

3. Add Report's ID and name in a popup window and click Create

4. The newly created report will appear in the Reports list. Open the created report:

5. In the opened page click Edit:

6. Click Create New Section:

7. Select the type of visualisation (Grid, Table or Text) following your needs.

• A Grid Section allows you to add graphs, images and texts to the report while having full control over the position and size of each element.
• A Table Section allows you to add a table to report that will display all of it's contents.
• A Text Section allows you to add text to the report.

Name the Section and click Create:

8. To add a table to the table section click Settings:

9. In the right-hand editor, click Choose and select one of the existing datasources to use as the dataset for the table and click Load:

10. Adjust the prefilled template content if required  and click Save:

11. Once the first section is created you can edit or delete it, or create a new one: