Creating a Report with Insights

Creating a new report in the Insights & Visions module is a simple process.

1. Starting the Report
2. Picking the Data Source
3. Build with Reporting Objects
4. Save the Report

STEP 1 - Starting the Report

---

From the CalUsource Dashboard, click CREATE and then select ANALYTICS.

Alternately, from the Insights & Vision module, click the  icon, then click the small round button next to "Create Blank".

STEP 2 - Picking your data source

---

From the next screen, pick your data source from the left column. Ignore the spinning cube.  Once you have picked a data source, click the "proceed" button.

STEP 3 - Build with Reporting Objects

---

In the Report Builder interface, the left pane displays a list of Reporting Objects arranged in groups.

1. Click on any MEASURE and drag it into the VALUES box.
2. Click on any attribute and drag it into the ROWS.
3. Pick another attribute and drag it into the COLUMNS box.
4. Click CONTINUE at the bottom of the screen.
5. Select your Visualization type and click GENERATE REPORT.

All measures are color-coded teal.
All attributes are color-coded red.

STEP 4 - Save Your Report

---

Click Save and enter a name for this new report.

Your new report is saved in the My Reports tab of the Insights & Vision module.