Once you have created your pages, managing reports becomes the next crucial task. It involves organizing, updating, and enhancing your reports to ensure they meet the intended objectives and are easy to understand for the users.
Key Reporting Elements
Let's recap and delve deeper into the core elements you are working with:
Show Elements
Purpose: These elements are used to display structured data in a tabular format.
Functionality: You specify which table or dataset you want to pull into the report.
Example: Displaying a table of monthly sales figures pulled from an activity.
Data Elements
Purpose: Focused on representing numerical data and figures.
Functionality: Pulls specific data points and metrics to visually represent numbers.
Example: Highlighting quarterly profits, cost savings, or key performance indicators (KPIs).
Application Elements
Purpose: Used for creating dashboards and visual summaries.
Functionality: Allows for the display of integrated data visualizations and interactive components.
Example: A sales dashboard featuring bar graphs, pie charts, and trend lines.
Text Formatting
Purpose: Enhances reports by adding rich text and multimedia elements.
Functionality: Includes inserting text, images, and performing various text formatting tasks.
Example: Including an introduction or summary section with formatted text and images to provide context to the data.
Commenting Section
Purpose: Provides a space for users to leave comments and feedback.
Functionality: Ensures traceability and collaborative input on the reports.
Example: Allowing team members to comment on a financial report, providing insights, questions, or suggestions.
Manage Reports
These steps have to be followed to create and manage reports:
- From the Homepage, go to Report Application Group
- In the Manage Reports application, choose Create from the toolbar.
- In the displayed popup window, select an environment in the Runtime Environment field.
- Choose Continue. In the General Information section, maintain the attributes.
- On the Page Tabs detailed screen, choose Create from the toolbar.
- Provide a numeric value in the row of a created page.
- Add a meaningful description of the created page.
- Choose the available Page ID to be used.
- As the page state is based on the page ID used, the system pulls the page state automatically upon saving
This is the brief introduction to the basic reporting capabilities of Universal Modeling. The second part of the video contains short demo of how insightful Universal Model report can be.