Get Started - Create a tabular report

SolveXia's Analytics & Reporting module is provided through a third-party business intelligence (BI) application known as Yellowfin. Before creating a report, we recommend you understand how our managed table system works - please refer to the following articles:

• Creating managed tables
• Using managed tables..

You can create a report in SolveXia by clicking the  button to the left of your username and selecting "Report". 

Once you click 'Report' the configuration menu shown below should appear. You will need to configure three key fields before you can create your report.

1. Specify the name of the report. Please choose carefully as the name can not be changed after the report is created.
2. Specify the folder you wish to save your report.
3. Specify the table(s) that you want to use as your data source(s) in your report. 

Once you've configured your three fields - hit "Create Report", and you should be brought to a new page.

To begin building your report, click "Edit Report" and you'll be moved to a new page. To understand how to craft your reports, please refer to the Yellowfin documentation:

• Building reports
• Building charts
• Editing existing report (Note: You will not be able to copy reports)
• Saving reports.