Creating a Custom Report

You can create your own custom reports with the data to which you have access to. This data can be sliced and diced on the custom report canvas.

To create a custom report:

1.

Go to the Custom Reports page (Dashboards > Technology Intelligence Reports > Custom Reports).

2.

Click Create Report. The Create Report slideout opens.

3.

In the Report Name field, enter the name of the report.

4.

In the Description field, enter the description of the report.

5.

Select the Cloud License Management report type.

6.

Click Create. The <Report Name> page opens where you can build visualizations with your data.

7.

From the Visualizations pane, select the visualization type by clicking the appropriate icon. For information on visualization types, see Visualization Types.

Some examples on how to create a particular visualization type are as follows:

•

To create a bar chart:

a.

Click the Bar Chart icon.

b.

From the Data pane, drag the field in the X-axis section and the field in the Y-axis section.

Note:To search for the data fields, use the Search box in the Data pane.

•

To create a line chart:

a.

Select the Line Chart icon.

b.

From the Data pane, drag the field in the X-axis section and the field in the Y-axis section.

c.

In the Filters pane, drag the field to focus on a specific period, if required.

•

To create a pie chart:

a.

Select the Pie Chart icon.

b.

From the Data pane, drag the field in the Values section and the field in the Legend section.

•

To create a slicer:

a.

Select the Slicer icon.

b.

From the Data pane, drag the field to be filtered in the Field section.

•

To create a map:

a.

Select the Map icon.

b.

From the Data pane, drag the field in the Location section.

Note:Consider the following:

•

You can configure your visualization—axes, legends, tooltips, and more. Depending on the visualization type selected, the fields in the visualization may vary.

•

You can format your visuals and add analytics to your visualization by clicking the respective buttons in the Visualizations pane.

•

To connect two or more reports that have related content, use the cross-report drill through feature.

•

To split a visual into multiple versions of itself, use the Small multiples feature.

8.

To refine the data your visualization shows, you can add various filters to your visualization. Drag the data fields from the Data pane to the Filters > Add data fields here area.

Note:If a filter has a long list of values, you can also use the Search box in the filter to find and select the value.

9.

To add multiple pages to a report, click the following icon:

Note:A report can have a single visual or many pages full of visuals. Click the dropdown arrow next to the page. To rename the page, click Rename. To delete the page, click Delete.

10.

Click the Save this report button in the upper-right corner of the report. Hover over the button icon to view the button name.