Create and edit reports in Insights

Manage your own reports by using the Insights tool. Design and name the customized reports as you like. Look at data from different perspectives, in different combinations and drill down into details in different areas of interest. You need knowledge on how different data works together and how different configurations in WFM impact the result in your reports.

The data in Insights is based on the same data mart as the standard reports. This data is processed into a tabular model database.

The language and the date format in Insights are controlled by the logged-in user's format setting in WFM. The selected format setting for the logged-in user also controls the thousand delimiter format used for integers, for example space or comma.

Prerequisites

  • You have the Insights > Create/edit report permission.
  • The Insights license is applied. It is only available for Azure cloud installations.

Page location

WFM > Insights

Procedures

Create a new report

  1. In the Insights main window, click New report.
  2. Enter a name and click OK. You are now in the edit mode for the new report.
  3. In the Visualizations panel, select a visualization that suits the data you want to display. You can easily change the visualization whenever you want. See Manage visualizations for more information about how to work with visualizations.

  4. Select the dimensions and measures to include in the Fields panel. There are three ways to add them to the report.

    • Drag the dimension or measure into the chosen visualization in the data area.
    • Drag the dimension or measure into a field in the Visualizations panel.
    • Select the check box for a dimension or measure.

  5. Select filters to use in the report. The fields for setting filters are found in the Filter panel. You can set filters on these levels.

    • A specific visualization.
    • A page in the report.
    • The report, including all pages.
  6. To show items without data in the report, right-click on the dimension in the Visualizations panel and select Show items without data.
  7. Click Save to save the report.

Create a new report based on an old report

To create reports that are similar to existing reports, you can create the new report based on an existing report.

  1. Click on Save as new in one of the modes; report overview, view, or the edit.
  2. Enter a Name for the new report and click Save. You are now working with the new report.

Edit a report

  1. Click Edit.
  2. Select the page to edit.
  3. Make the changes, for example add, remove, or edit visualizations, dimensions, measures and filters.
  4. Click Save to save the changes.

Lock a report

You can lock reports that you have created. The lock blocks other users from editing or deleting the report. Super administrators can lock and unlock any report, also reports created by other users.

  1. Click to View or Edit the report.

  2. Click the Locked toggle to lock or unlock the report.

    • A gray toggle means the report is unlocked.
    • A colored toggle means the report is locked.

Share a report

You can share reports that you have created to make it possible for others to use the report. Super administrators can share all reports, also reports created by other users.

  1. Click to View or Edit the report.

  2. Click the button Shared to share or remove the sharing of the report.

    • A gray toggle means the report is not shared.
    • A colored toggle means the report is shared.

Delete a report

  1. Click Delete, on the right side of the view.
  2. Click OK to confirm the deletion of the report. The report is removed from the list of reports.

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