Custom Reporting

Creating A Custom Report

You can access custom reporting through Menu ReportsSelect ReportCustom Reports. Once there, click New Report to create a new custom report. Give your report a name, set sharing options for it (you can share with your team, or keep it private), and, optionally, add a default date range to filter the data.

Adding Widgets To Your Report

After creating a report, you can add widgets to it. Each widget allows you to graph a different dataset. Remember that you can have multiple widgets per report.

To create a new widget click the ⊞ symbol at the top right of your report. This brings up the New Widget form. You can start by giving your widget a title, which will display at the top of the widget. If you leave the title blank we will automatically generate one based on the data in the widget.

Select Your Data

Next you can select a data source. The data source is the primary data that you would like to see graphed on the widget. After you select a data source, more options will appear below on the form. These options are specific to each data source and allow you to filter the information so that the widget displays exactly what you need.

You can also ask Spark to show the information based on different types of date ranges. For example, set the date range based on End Date, Start Date, or Date Added. If you only want the data from a specific set of dates, you can choose a preset range such as Last Week or Last Month, or use Custom to select specific dates from a calendar.

Apply Filters

After selecting what data will be displayed in the widget, you can optionally apply filters to get even more granular with that data. First, select which filter you want to use via the dropdown. The filters are different fields available to that set of data, can can be further fine-tuned when you select the filter type. To complete the filter entry, type a value in the field on the right of the filter type dropdown. The filter will use this value to only show data that matches the field and filter type you have selected. For example, inputting a field of “Project” with Filter Type “contains,” and an entered value of “Condos”, will generate data where the Project field contains the text string “Condos”.

You may add additional filters by clicking the Add Filter button directly below the filter fields. Clicking the trash can icon next to a filter will remove it. Filters without a value will not be saved.

Select Display Options

After deciding what data to display, you can decide how the data will be displayed. The first dropdown in this section, Group by, allows you to select how the data will be grouped in the completed widget. The field selected under Group by essentially becomes the data on the x axis in a graph. This is the only required field other than the Data Source selected at the top of the form.

The Group by field directly correlates to how your data is organized and shown. For example, if your data source is Contacts and the group by data is Ratings, your graph will show Contacts by Rating. This means the number of contacts will be displayed on the y-axis and the ratings will be displayed along the x-axis.

It's often useful to graph data over time. In this case you will need to select a date-type field from the Group by dropdown. To see the contacts in your system by the date that they registered, for example, you would use Contacts as the Data Source, and Registration Date as the Group by. This will give you the number of contacts on the y-axis with the dates they registered along the x-axis.

If you select a date in Group by, you will notice an optional dropdown appear below labelled Pivot by. This gives you the option to further fine-tune the second set of data. Using the examples from above, if you have Contacts by Registration Date you may still want to see the contacts rating. Selecting Rating in the 'Pivot By' drop-down rather than the 'Group By' dropdown will give you Contacts by Registration Date by Rating. You will still have the number of contacts on the y-axis and the dates they registered along the x-axis, but now each day will be broken up by rating. This is displayed by stacking the chart.

Another field you will see if you selected a date in the initial Group by is the interval field. Select an interval to set the length of time between dates shown on the graph.

Below these fields you will see buttons allowing you to select the type of graph you want. You will only be able to select the options that are able to display the data you've selected.

Next to the graph options there is also a toggle to make the widget full width. By default widgets take up half the width of the page, but you can toggle this to expand them.

Export Settings

A PDF of your report will only show the different widget graphs. Toggle on Include details in export PDF to include a list of the records with the graphs when your report is exported as PDF.

After filling out all the options for your widget click Create to add the widget to your report.

The widget can still be edited, cloned, or deleted by clicking the three dots button in the top right corner.

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