How to create a Report

Creating a new report from scratch gives you complete control over every aspect of your report configuration.

This method is ideal when you need a unique report that doesn't share characteristics with existing reports, or when you want to build a completely custom solution tailored to specific business requirements.

Step-by-Step Instructions — Creating a new report

Step 1: Access Report Creation

1. Navigate to Business Intelligence Manager

2. Click "Create App" button

3. The Add App dialog will open

Step 2: Basic Configuration

1. Name: Enter a descriptive report name

2. Type: Select "Report" from dropdown

3. Description: Add a brief explanation of the report's purpose

Step 3: Configure Assets

1. Asset Type: Choose your asset type

2. Asset selection :

   • Single Select Asset: Reports will be generated on a single asset

   • Multiple Select Asset: Reports will be generated on multiple assets

3. Asset Model: Optional, you can select a specific asset model for you report

4. Use default asset : Optional, will load the selectioned assets when clicking on the report preview

Step 4: Set Time Interval

Choose update frequency from dropdown:

• Daily: For operational reports

• Weekly: For trend analysis

• Monthly: For management reports

• Quarterly: For executive reports

• Yearly: For annual comparisons

• Custom : For events reports

Step-by-Step Instructions — Configuring a new report

After creating your report foundation, the next crucial step is configuring and linking data sources, then adding widgets to visualize your data.

This process transforms your empty report into a functional, interactive dashboard that displays what you configured.

Step 1: Access Report Configuration

1. Open your newly created report from the BI Manager

2. Navigate to the report builder interface

3. Look for the "Add Widget" or "+" button

4. Link Data Sources: Connect your report to the datasources you need

Step 2: Add Widgets to Your Report

1. Click "Add Widget" to open the widget selection dialog

2. Browse available widget types or use the search function

3. Select widgets based on your visualization needs

Based on your reporting tool capabilities, supported widgets include:

• Asset Metric Chart: Time-series visualizations

• Asset Summarized Metrics: Key performance indicators

• Heatmap: Color-coded data analysis

• HTML Composer: Custom content integration

• Report Writer: Automated report generation

• Time Series Trend: Trend analysis charts

• Time Summarized Metrics: Period-based summaries

• Waterfall: Sequential impact analysis

• XY Chart: Correlation and scatter plot analysis

Step 3: Report Layout and Cover page

After adding widgets to your report, the final step is configuring the overall report settings, layout, and appearance.

This includes setting up the report structure, formatting options, cover pages, headers, footers, and custom templates to create a professional, branded report output.

Edit the report settings by changing the layout and configuring the cover page :

Reports can be configured with two main structural components:

• Layout Tab: Controls overall report formatting, size, and basic structure

• Cover Page Tab: Manages cover page creation and customization

  You can display asset & period, a table of content and even images and text.

Step 4: Create a Report generator page

Once everything is set up, you need create a report generator page in the menu.

1. Open your configured report in the report builder

2. Click on “Add PDF Generator in Menu”

3. Open the page in the menu and verify if everything is ok.

Step 5 : Preview your Report and generate it.

Once on the generator page, you can either choose an asset and a timeframe and generate the report as PDF, or if you don’t want to generate PDFs for data verification, you can just click on the preview button and verify the data within the dashboard.