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💡 Predefined data summaries for quick insights and analysis.
💡 Predefined data summaries for quick insights and analysis.
Standard Reports display tables and visualisations of aggregate data within a record. This guide explains how to create and manage reports, configure widgets, and use features such as filters, search, and download.
Creating a Report
Creating a Report
Step 1. Add a Report
Step 1. Add a Report
Select Settings > System Settings from the side navigation menu.
Open the Reports and Dashboard menu.
Click + New to create a new report.
Fill in the general information:
Enter the report name.
Select the record that will be the data source for the report.
Choose the record layout that will be the report’s default view. You can:
Select an existing layout from the record, or
Create a new layout by clicking the + icon. For details, see Views and Layouts
In Shared with Roles, select the users who can view the report.
Step 2. Set Up Filters
Step 2. Set Up Filters
Set up filters to control which records appear in your report. You can use either a custom JSON filter or an advanced filter from the selected record.
i. Custom Filter
i. Custom Filter
Enable Use Custom Filter. A code block will appear where you can enter a JSON snippet with your filter conditions.
For example:
[
{
"requestType": "i",
"subject": "inactive",
"type": "checkbox",
"operator": "is_false"
},
"OR",
{
"requestType": "i",
"subject": "inactive",
"type": "checkbox",
"operator": "is_empty"
},
"OR",
{
"requestType": "i",
"subject": "inactive",
"type": "general",
"operator": "not_exists"
}
]
This example filters entries based on three conditions:
Condition 1 – The entry is not marked as inactive.
Condition 2 – The inactive field is empty.
Condition 3 – The inactive field does not exist.
ii. Advanced Filter
ii. Advanced Filter
Disable Use Custom Filter, then select an advanced filter from the list. These filters come from the record you selected.
Info:
Info:
To create an advanced filter, refer to Advance Filters.
Step 3. Configure Widgets
Step 3. Configure Widgets
Widgets let you display aggregated values (totals, averages, grouped counts, etc.) in your report.
Select Add Widget +
Fill in the widget details:
Fields
Title
Description
The title shown on the widget.
Title Position
Specify the position where the title appears (top or bottom).
Title Alignment
Specify the horizontal alignment of the title (left, centre, right).
Type
The widget type, e.g., count, sum, grouped count, average.
Prefix/Suffix
Text shown before or after the value. For example:
If the widget displays weight, you may add kg as a suffix.
If the widget displays a currency or label (e.g., $), you may add it as a prefix.
Number Format
Formats numbers using commas (default: en-US).
Decimal
Enable decimals or round to the nearest whole number. If enabled, set the minimum and maximum decimal places to show.
Text Size
Size of the value text:
1 = normal size
0.5 = half size
2 = twice as big.
Note: Any decimal value (min 0.1) is valid here.
Text Color
Color of the number displayed in the widget.
Icon
Icon displayed before the value.
Icon Color
Colour of the icon.
Configure the Primary Value information:
Additional Filter, an extra filter for this widget.
Style Options (Optional), change text or icon colour based on value limits.
Limit Value: Limit the value you want to show.
Text Color: Color of the number.
Icon: The icon is displayed before the value.
Icon Color: Color of the icon.
Configure the Secondary Value information. You can set the Calculation Function to display both primary and secondary values, or calculate new values.
For example, use a custom calculation function to compare actual hours (primaryValue) against the weekly target. The example below sets a weekly target of 38 hours and calculates the completion percentage.
Json
function Test({ primaryValue, secondaryValue, formatNumber }) {
const target = 38;
const percentage = (primaryValue / target) * 100;
return {
value: `TARGET: ${formatNumber(target, "en-AU", {
minimumFractionDigits: 0,
maximumFractionDigits: 0,
})} (${formatNumber(percentage, "en-AU", {
minimumFractionDigits: 0,
maximumFractionDigits: 2,
})}) %`,
icon: "fa-duotone fa-bullseye-arrow",
color: "#fddb25",
size: "sm",
};
}
Click Save New Report to save your configuration.
Report Features
Report Features
🔍 Search and Filter
🔍 Search and Filter
Use the search bar and filters to find specific data in your report.
⬇️ Download the report
⬇️ Download the report
Download the report in CSV format.
Note:
Note:
You can also download the report after applying filters.
🔄 Change the layout
🔄 Change the layout
Switch the report view by selecting a different layout.
✏️ Edit the layout
✏️ Edit the layout
Select the Edit button.
Duplicate or delete the layout as needed.
🔗 Sharabale link
🔗 Sharabale link
Copy a shareable link to the current report layout. Only users with access to the Clevero system can open the link.
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