Creating & Customising Reports in Analytics Console

You can use ad hoc analysis to create your own visualizations/dashboards. These reports will be saved in the My Reports section for future access.

Currently, ad hoc analysis is available for the Customer Experience Explore. Partner Administrators can also share reports that they create with other users by saving the reports in the shared space provided for each Partner.

Use the following steps to perform ad hoc analysis on your target data:

1. Select the Business Objects you wish to analyze.

2. View the list of attributes that can be used for filtering, grouping, and pivoting.

3. Select the attributes you wish to view as filters, columns, or pivots.

4. View the data for your selected attributes.

5. Visualize the data using a custom set of chart types.

6. To save, click the Settings button next to the Run button, then select Save to Dashboard.

Creating and Sharing Custom Reports & Dashboards

After creating the visualization you need, you can save it as a new report/dashboard. Partner Administrators can save the dashboard to the Partner shared space. Visualizations saved this way are published for that Partner and now all of that Partner's users can see the dashboard.

When creating dashboards, you can enter edit mode and opt to add new charts or change existing ones using a view identical to the ad hoc analytics view.

You can also save the visualizations you create in the "MyReports" folder. These reports will be visible only to you.

Downloading Data Manually

Data can be downloaded from any dashboard either in CSV or PDF formats.

Individual records can also be viewed and downloaded from a dashboard by clicking on the selected charts. Additionally, individual records or the entire record result set can be viewed and downloaded during ad hoc analysis.