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Quadrotech Nova Current - User Guide

Overviews Adoption Accelerator Delegation & Policy Control (DPC) Reporting TMS Settings About

Create Stacked Graphs

 

 

 

 

 

Customize and Organize Reports

Nova reports can be customized and organized.

Customizing Reports

There are several ways to customize reports so they are specific to your organization. You can customize a report's sections and layout. You can customize the data source and fields used in each section. And, you can customize how information displays in each section by applying sorting and filters.

Searching Reports

You can search for reports based on the title or description.

Cloning Reports

You can clone any of the reports. After you give the new report a unique name, you can customize the new report by adding/removing sections, fields, and sorts/filters, so the new reports show exactly what you want to see.
Clone3-1536x587 (1)

 

Sharing Reports Across the Organization

Organizing your organization's reports is easy, too. For example, you can share reports with the other Nova users from your organization.

ReportDesignerReportExample1

Scheduling Reports

You can schedule reports to be sent one time or periodically to stakeholders.

Storing (Downloading/Importing) Report Definitions

And, you can download a report definition, storing it for safe keeping. This is helpful in case the report definition gets edited by someone in your organization and you want to restore a previous version of the report. Here is how you can download a report definition:
DownJSON-1536x639
 
And, here is how you import a report definition:

ImportJSON-1536x512

Describing Reports and Sections

Describing your reports is an excellent way to give other users context to what your report is all about. Before, it was only possible to describe your entire report, giving detail into what it was about, why it is important, how the data is relevant etc. Now, it is possible to describe both your entire report and each individual section. This is for users to better accurately describe what they are reporting on and bring further context to their data. Let us see how to do that below.

Adding a description to a report

1.Open a report you have previously created, or start a new report by clicking ‘Create Report‘ in the top right hand of the screen.

2.Then click ‘add description' as highlighted below.

RepCenDesc

3. You can now add your description in the box.

Adding a description to a section

1.Open a report you have previously created, or start a new report by clicking ‘Create Report‘ in the top right hand of the screen.

2.Then create a new section by clicking the plus icon.

3.Now you can add both a title and a description to your section, as seen in the image below.

RepCenSect

 

info

NOTE: If you are unsure about the title or description of your section, it is possible to create your section first then add a title and description after.

 

Design tools

There is a range of tools to help your description stand out, including:

·bullet points and numbered lists

·hyperlinks to other pages or reports

·highlighting

and so on. The toolbar can be found here.

destool

Pin Reports to the Navigation Bar

You can pin up to 5 reports to the navigation bar, for quicker access to frequently used or viewed reports.

To pin reports, click on the report you want to pin.

In an unedited state, find and click on the Pin button.

NovaPin

The report then appears on the navigation bar on the left side of your screen.

To unpin a report, click the unpin button next to the report.

NovaPin2

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