Configuring a Simple Report

To create reports, perform the following steps in Canvas Studio:

1. Click Create > Report.
   
   
   
   The Information Report page appears.
   
   
   
   
2. In the Report Maintenance tab:
   1. Enter a unique ID for the report in the Report Id field.
   2. Enter a display name for the report in the Report Name field.
   3. Click the Data Source Name field and select a datasource. Refer Creating Data Connections to create a database or webservice connection and datasource.

   4. Click the Select Columns to Display field and select the columns for the report.
      
      

      When generating reports in the application, end users will be able to select only the columns selected here for the report. Similarly, the following fields behave in the same manner - Select Groupable Columns, Select Sortable Columns, and Select Filterable Columns.

   5. Click the Select Allowed Formats field and select the formats in which the report can be generated. The following formats are supported: CSV, DOCX, HTML, PDF, XLS, and XML.

      End users can generate reports in the application in the formats configured in the Select Allowed Formats field. For example, if CSV and HTML are selected for a report, end users can generate reports in the application in CSV and HTML formats only.

   6. Click the Select Filterable Columns field and select the column(s) by which the report results are to be filtered.
   7. Click the Select Groupable Columns field and select the column(s) by which the report results are to be grouped.
   8. Click the Select Sortable Columns field and select the column(s) by which the report results are to be sorted.
      
      
3. Click Save.
   
   A confirmation message appears.
   
   

4. Click OK for the message.
   
   

   The new report is made available for the end users in the Information Reports workspace in the end application.

To edit the report created in Canvas Studio, refer Editing Reports. For executing (generating) reports in the application, refer Generating Simple Report in Sigma. For scheduling reports in the application, refer Scheduling Reports.