The other reports settings are available from inside the report, in the top bar, each has his own icon:
Tags can be given to any reports. The tag’s design shows you an indication of the number of tags used in the report. Click the button to add or edit tags.
Use the filter column in the reports list in order to filter your reports by tags.
Save and Save as
Save as located inside the “save” dropdown.
Use it to save changes you’ve made to a new report, without affecting the original. This will switch you to the new saved report.
Reports folder is a new Cooladata feature which allows you to located easier and faster your project’s reports.
You could create a folder from the report itself or from the reports list, as long as you are the report owner or you have permission to edit it.
Access to the folders is available through the Report editor or through the Reports list.
Folders through the Report Editor
The report folders are available from inside the report, in the top bar next to the report filters
Folders through the Reports List
There are three ways to edit or add folders from the reports list:
A. Through the Folders menu-
Hover the folders names and use the sub-menu (3 dots) to edit.
Click the + to create new folder.
In order to delete just the folder, without the content, just move all the folder reports’ to another folder or delete the folder with the contained reports through the folder sub-menu.
B. Through the report sub-menu
Hover the reports and use the sub-menu (3 dots) in order move the report to another folder.
C. Through the bulked reports options
Click on the report’ check box and mark it, then click the folder icon in the bulked reports menu (at the top bar) in order to move the selected reports to a folder.
Report Folders are saved per project, and therefore, all of those options are available from the Project’s Reports tabs.
Click on “All Folders Content” in order to display all the project reports without the folders filters.
All the reports that aren’t related to any folder will be saved in the “Root” folder.
Please note that folders will be saved only if a report related to them,
therefore, please make sure you’ve added at least one report to your new folder.
Also, duplicated reports or reports which “saved as” will keep being related to the folder given to them in the original report.
Parameters are variables, that allow you to define key and value, and by that inject any value you want to the query.
In order to use the parameters you need to define the key -value on the parameter popup and add the keyword to the report query.
You will be able to do so either from a CQL report or either from a dashboard:
Parameters through the CQL report
1. Open a CQL report, click on the parameter icon and define the keys and values you want. then add the keywords to the query with initial strudel (for example @tableName).
2. Open a CQL report, add the keywords to the query with initial strudel. When you’ll open the parameter popup, you could see the keywords you’ve entered to the query already there, just add value to each key and apply.
Parameters through the dashboard
Adding a report with parameters to a dashboard will automatically add the report parameters to the dashboard. If you’de like to apply some parameters only for the dashboard, you could add them to the dashboard directly through the parameters icon (right next to dashboard filters).
You could also change the report parameters value on the dashboard, but if you would like to delete a report parameter you’ll need to delete it from the report itself.
- Parameters will apply on CQL reports only (through the report builder and through the linked dashboard)
- Two identical keys, in the same report, with different values, will inject the first set value (in both report and dashboard).
- Two identical keys, with different values, in two separate reports, on the same dashboard, will inject the first set value.