Creating report in MicroStrategy Web

Applies to: Kyvos Enterprise  Kyvos Cloud (SaaS on AWS) Kyvos AWS Marketplace

Kyvos Azure Marketplace   Kyvos GCP Marketplace Kyvos Single Node Installation (Kyvos SNI)

A report is a MicroStrategy object that represents a request for a specific set of formatted data from your data source.

To create a report, perform the following steps.

1. Log in to MicroStrategy Web and select the project in which you want to create a report.

2. From the project page, select the Create Report option from the Develop area, as shown in the following figure.

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3. On the displayed page, click the Blank Report option.

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4. You can also select an existing template on which to build your new report. For steps to use an existing template to create a new report, see MicroStrategy help here. The Design Mode: Blank Report page is displayed.

5. From the left, click All Objects, then navigate to the Kyvos table objects you want to add to the report.

6. Add Attributes, Metrics, Filters, and Prompts to your new report, as follows.

   1. To add an attribute to the report, drag and drop the attribute from the All Objects list onto the report. Attributes are generally placed on the rows of a report.

   2. To add a metric to the report, drag and drop the metric from the All Objects list onto the report. Metrics are generally placed on the columns of a report.

   3. A filter screens data in your data source to determine whether the data should be included in or excluded from the calculations of the report results. You can create and add a stand-alone filter to a report or create a filter directly in the report.

   4. A prompt is a question the system presents to a user when a report is executed. You can add a prompt to a report to determine what data is displayed on the report based on how the user answers the question. To add a prompt to the report, drag and drop the prompt from the All Objects pane onto the report.

7. You can search for an object by typing the name in one of the Search fields on the report, and then selecting from the results.

8. On the right-side panel, format the report as per your requirement.

9. Click the Run Report icon and verify the data.

10. To save your new report, from the Home menu, select Save. The Save As dialog box opens. Select a location to save the report.

You can view the report (Kyvos data) in Grid and Graph.