Creating Your First Report

Last Updated: 07/29/2016 Introduced in Verision: 2.0

Reports are entities that collect, filter, organize and display data in different formats, such as a table, matrix, summary, or chart.  Reportable data can be sourced from the system itself, flows, folders or integrated systems, and filtered according to the sources’ contents.  Custom charts, matrices, summaries, grouping and organization schemes can be configured in the Report Designer.  Additional display and styling options can be configured within the Report Designer, the Page Designer, or at run time.

To create a new report, navigate to a Designer Folder and click the Create Report button.  To create a report from scratch, select the Create Report option, give the new report a name, and click Ok to open the Report Designer.  To create a report using a step-by-step wizard, select Create Report Wizard, name the new report, and click Ok to begin the Report Wizard.


The goal of this example is to:

  1. Display data for all of the folders inside the system.
  2. Display each folder’s Entity Name, Folder Type, and Nesting Level.
  3. Include a chart illustrating how many folders of each type exist.

In the portal, begin by creating a Designer Folder where the new report will reside.  Click the Actions drop down menu, select Add > Designer Folder [Root].  Name the new Designer Folder and click Ok.

DesignerFolder Screenshot


In the new Designer Folder, click on the Create Report button, and select Create Report.

 create report

In the New Report pop-up window, name the example report “Folder Report”, then click on Ok to open the Report Designer.

Click the Toolbox tab.  Expand the Data Sources > Common category, and drag Folder Data Source into the Sources list.  This directs the report to source the data it will use from the folders contained in the platform.

folder data source1



folder data source 

To add columns to the report, click on the Quick Add Column [+], expand the Columns category and click on the Entity Name item to highlight it.  Then click the create button.  This adds the Entity Name column to the workspace and makes each folder’s name a reported value.

entity name 

 Now, complete the same steps for Folder Type Name and Nesting Level.

 add columns

To group these results by the folder type, hover the mouse over the Folder Type Name column header.  A small triangular icon will appear at the rightmost edge of the header.  Click on the triangle to open the column’s action menu and select Group.  Grouping a report by a column allows the user to create a chart for the report.


Next, add a columnar chart to the report.  In the Views section, click Add > Charts > Columns.  If a column in the report is not grouped, the Charts category option will not be available.

 add charts

In the Add Chart pop-up window, enter the title “Column”.  For Field, use the only available option Count(folder_type_name).  This generates a count of each folder type.  This will give the chart an x-axis of Folder Type Name, the same column that was just grouped, and a y-axis correlating to the number of folders belonging to each folder type.  To save these settings, click on Add chart.  Notice there is now a Column option available in the menu bar for the chart.



This completes the report.  Click on the Save Report link, then Ok in the pop-up window, then close the Report Designer.  Back in the Designer Folder, run the report to see it in action.  Select the Folder Report thumbnail and click the Action link.  In the resulting menu, select Run Report.

run report 

The report will open in a new window.  The report has a menu bar with several viewing options.  The default option is the data view.  In this view, a table of all the folders in the system is displayed.  The results are grouped by Folder Type Name, and each folder’s Entity Name, Folder Type Name, and Nesting Level is displayed in the appropriate column.

 running report

To see the chart created, click on the View mode: Charts option.  A column chart displaying the number of folders belonging to each type is displayed.  Hovering over each column provides and exact count for each. 

 charts view

Clicking on the chart column will open a pop-up window that give the folder count for each category as well as a list of these items by name.

 clicking column

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