Creating a Custom Report
In PANTHEON, preset reports are available, but custom reports can be created.
This chapter presents how to use preset reports and how to create a report with components as needed. The report will be exported and prepared to be sent by e-mail.
The following case presents how to create a report.
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CASE SUMMARY
The person responsible wants to prepare a business report and send it to employees. This is done as follows:
- Transferring Preset Reports
- Creating a New Report
- Entering Data in the Report Header
- Entering Components
4.1. Entering the Component Component
4.2. Entering the Report Component
4.3. Entering the Text Component
4.4. Entering the Analysis of Planning Component
4.5. Entering the OLAP Analysis Component
- Exporting the Report
- Sending the Report
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1. Transferring Preset Reports
Before starting to work with reports, you can transfer preset reports from the server. The reports enable you to start working with reports quickly.
The person responsible wants to transfer preset reports from the server. To do this, the person responsible selects Analytics | Reports in the navigation menu.
A Reports window opens.
The person responsible clicks the 
(Import/Export Data) button in the toolbar, and selects the Transfer Dashboard Reports option.
A Transfer Register – Dashboard Reports window opens, where the person responsible clicks the Transfer from Server button.
Preset reports appear among the lines.
Clicking the Transfer into Register button transfers the marked reports.
The reports are transferred to the register and ready to use.
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HINT
If the preset reports do not suit our needs, read the next step for instructions on creating a new custom report.
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2. Creating a New Report
The person responsible wants to create a new report and send the report to the company employees by e-mail.
In the navigation menu, the person responsible selects Analytics | Reports.
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HINT
Reports are also accessible via Settings | Program | Dashboard Reports.
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In the toolbar of the Reports window, the person responsible clicks the 
(Insert Record) button, which creates a new report.
In the Name field, the person responsible enters the name of the new report and selects the Show name on report checkbox.
This makes the report name visible on the report.
Next, the person responsible enters data in the tab Header.
3. Entering Data in the Report Header
The person responsible starts entering data in the tab Header.
From the drop-down menus in the Create Person Res. fields, the person responsible selects the creator and the person responsible.
The person responsible enters the Title and Text of the report.
By checking the checkboxes, the person responsible sets whether the descriptions are visible on the report.
Next, the person responsible enters components on the Components tab.
4. Entering Components
4.1. Entering the Component Component
On the Components tab, the person responsible defines the contents of the report. The person responsible clicks the Add button and a new component is created.
From the drop-down menu, the person responsible selects the component type from the Dashboard Components Register.
The person responsible can choose between components, reports, text, planning analysis, OLAP analysis and Ad-Hoc Analysis.
The person responsible clicks the Component field and a component selection window appears automatically. From the drop-down menu, the person responsible selects the desired component Top 15 Customers.
The selected component appears on the report.
Using the checkboxes in the Settings section, the person responsible sets that the name and description of the component are visible and the component is used in the report.
Clicking the Edit button saves the changes.
Clicking the Preview button opens a preview of the report in its final form.
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HINT
The report editing mode is opened by clicking the Advanced button.
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When a report has already been exported, previewed or edited with the Advanced button, a new element can be added only by clicking the Re-Create button beforehand.
The person responsible wants to add additional components to the report.
The person responsible closes the preview and clicks the Re-Create button.
4.2. Entering the Report Component
The person responsible clicks the Add button and a new component is created.
The person responsible wants to add the component Report, which is selected from the drop-down menu in the Type field. The Report field automatically appears.
Among the templates in the drop-down menu, the person responsible selects Stock - BAR.
In the Explanation field, the person responsible enters a description of the component.
The selection is confirmed by clicking the Save button.
4.3. Entering the Text Component
Next, the person responsible wants to enter text into the report.
The person responsible clicks the Add button and a new component is created. From the drop-down list, the person responsible selects the type of component: Text.
Automatically, the Type field appears, where the person responsible selects type Comment from the drop-down menu.
The person responsible enters the desired text into the empty field and clicks the Save button.
Next, the person responsible wants to add the Analysis of Planning component.
4.4. Entering the Analysis of Planning Component
The person responsible clicks the Add button and a new component is created.
From the drop-down menu, the person responsible selects the component type Analysis of Planning. The selection fields for Analyses and Show appear.
The person responsible selects the Sales Analysis and to show Plan 2020 - Tecta BAR
The person responsible confirms the selection by clicking the Save button.
4.5. Entering the OLAP Analysis Component
The person responsible clicks the Add button and a new component is created.
From the drop-down list, the person responsible selects the component type OLAP Analysis. Selection fields for Analyses and Show appear.
The person responsible selects the Sales Analysis and to show Toop 5 Countries - Sales.
To show the table in the Analysis Settings section, the person responsible checks the Show pivot table checkbox.
The person responsible confirms the selection by clicking the Save button.
4.6. Ad-Hoc Analyses
The person responsible clicks the Add button and a new component is created.
From the drop-down list, the person responsible selects the component type Ad-Hoc Analysis. Selection fields for Analyses and Show appear.
The person responsible selects the analysis Receivables for Suppliers.
The selection is confirmed by clicking the Save button.
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HINT
You can view the entire report by clicking the Preview button.
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Next, the person responsible goes to the Export tab.
5. Exporting the Report
On the Export tab, the person responsible selects the final form of the entire report and export method. In the Format section, the person responsible selects the report file type.
The person responsible selects the PDF file checkbox.
Next, the person responsible selects whether to save the file to a selected place on the disc or to send it by e-mail.
6. Sending the Report
The person responsible selects the Send by E-Mail checkbox.
Next, the person responsible fills out fields in the form below. In the To field, the person responsible lists the e-mail addresses of the report recipients.
By clicking the Preview button, the person responsible reviews the report before sending.
The report is in order, so the person responsible clicks the Export button and sends an e-mail with the report attached to the recipients.