This option enables you to run predefined reports. After you have a selected a report (and any
selection parameters where applicable), you can view the report.
Reports can have multiple named layouts. If a report has more than 1 layout, the layout names
will be shown horizontally, and you can easily switch between them by clicking on the layout
- Click on XLReporting in the left-top of the screen to minimize the menu
area and maximize the report area. Clicking again will restore it to the way it was.
- If you experience any issues with scrolling in reports, change your browser settings.
When running a report, you can use the Actions button in the right-top of the
This button opens a dropdown menu with further options:
- Edit layout
- Add to my dashboard
- Export data or print
- Redefine this report
It is very easy to edit a report layout, simply by dragging fields across the various areas of a
report. Click on Actions - Edit layout to edit the current report layout:
This window enables you to change the report options and the fields
These are settings that determine the overall appearance of the report layout:
- Type of report or chart:
- Report: standard, drilldown, sparklines, hierarchy.
- Chart: line, bar, column, pie, donut, area, radar.
- KPI: gauges, scorecards.
- Column totals - sum, average, variance, none.
- Report totals - sum, average, variance, none.
- Sort by - sort either on the descriptions in the row fields (if you select multiple Row fields, these will all be included in the sort operation), or on the values in the report.
XLReporting provides 7 different report types and 14 chart types, see the full
list with examples.
You can manually drag-and-drop any of the available fields into any of the report areas, and if
you no longer want a field in your report, you can simply drag it out again.
- Fields - this shows all fields that are available within this report.
- Filters - drag fields here that you want to use as dynamic filters. They
will be shown above the report with automatic lists of values. Whenever you select a
different filter value, the report will be immediately updated to reflect this.
- Rows - drag fields here that you want to lay out into rows. This is the
main dimension of your report. You can create a grouping in your report by dragging multiple
fields here, and move them into the desired order. For the standard report type, you can
also indicate where you want subtotals.
- Columns - drag fields here that you want to lay out into columns. Usually,
these are fields that contain a period, date, or time. By including one or more fields into
columns, you can create two-dimensional reports.
- Values - drag fields here that you want to summarize on. Usually, these are
number or amount fields. Once you have dragged a field here, you can click on it to select
the color and the type of operation.
You can choose from these operations:
All operations are automatically calculated for all subtotal levels in the report.
- Sum - the sum of all values (non-numeric values are ignored).
- Average - the average of all values (non-numeric values are
- Count - the number of values that are not blank (values can be
numeric or text).
- % of total - the % that each value makes up of the report total
(non-numeric values are ignored). The report total is always 100%.
- Minimum - the smallest value (values can be numeric or text).
- Maximum - the largest value (values can be numeric or text).
- We deliberately kept this feature identical to pivot tables in
Excel. It is a very powerful and easy way to define reports.
Add to dashboard
A dashboard is a personal page with your own favorite reports and models. You can create multiple
dashboards, and each dashboard can contain multiple reports or models.
Click on Actions - Add to my dashboard to add this report to either a new
dashboard, or to a new dashboard:
XLReporting provides 7 different report types and 14 chart types:
A combination of Excel pivot tables and subtotals, these reports show automatic row and column
grouping, and subtotals:
Similar to Excel pivot tables, these reports show aggregated two-dimensional information which
you can drill into:
Similar to Excel pivot charts, the charts include all common types, such as line, bar, column,
pie, donut, area, radar:
Sparklines show the development of a given item over a period of time, which is useful to
understand trends at a high level:
These reports show data in a hierarchical structure. For example, revenue by region or business
unit can be represented this way:
These reports show gauges, ideally suited for KPI purposes:
These reports show numeric scorecards, enabling you to compare two different metrics, ideally
suited for KPI purposes:
All report types are very interactive with dynamic user filters, and you can change the
orientation of fields in the report -and the level of detail- at any time.