Toggle the Report Tree

Click the plus symbol in the upper left-hand side of the report navigation window.

Save Report

Click the Save Report button. If report is new, you must first Add report. If report already exists, click Save to overwrite old report version.

Field List

Click the Field List button to display/hide the Measures and Dimension Attributes.

Visual Aids

Click the Chart button for visual graphs and data representation.

Switching Data Rows & Columns

Click the Switch Axis button to reverse the layout of the Row data and the Column data.

Drill-through Behavior

Click the Expand/Drill Down/Expand All button for faster drill-through actions when working with hierarchies.

Filtering Data

Click the Filter Rows button to display a subset of the data based meeting a desired criteria.

Quick Filters

Click the Show Only Top button to quickly filter out a subset of data based on Counts, Percents or Totals.

Displaying Percent of Totals

Click the Add Percent to Total of Measures button to display how much percentage a row constitutes of the total Measure amount.

Sparkline

Click the Sparkline button to display a visual next to the Measure amount indicating a trend across a desired period of time.

Custom Calculated Fields

Click the Add Calculated Field to generate a custom Measure in your report.

Custom Dimension Attributes

Click the Add Named Set button to create a custom Attribute that meets desired conditions.

Color Themes

Click the Theme button to change the color theme of your report.

Conditional Formatting

Click the Conditional Formatting button to highlight certain rows of data that meet a desired condition.

Report Options

Click the Options button to toggle a variety of report settings such as displaying summary rows, alternating row colors or pagination.

Zoom In/Out

Click the Zoom button to increase or decrease your view size of the report.

Exporting Reports

Click the Export button to view the report as an Excel, CSV, PDF or HTML format.