This tutorial will take you step-by-step through creating a spreadsheet report using the Wink Reports designer tool.
It assumes you have already logged in, created an organisation, and activated at least one connector.
By the end of this tutorial,you will understand data sources, filters, grouping/sorting, and adding/removing columns.
Step 1 - Create a New Report
When viewing the report list, click Design a New Report.
Enter a title. Don't worry - you'll be able to change this later. I called mine "Report Tutorial".
Step 2 - Designer Introduction
Next you'll see the report designer. The first section lets you change the title, and set an optional description to remind you what the report is about.
The Draft option lets you keep the report hidden from other users until you've finished working on it. When you are ready to share it, simply turn off the Draft option.
Step 3 - Sheet Options
The next step is to decide what kind of information you want to report on by selecting a Data Source. This will decide which columns and filters are available for the report. I chose ServiceM8 jobs, but your list options will depend on which connectors have been setup.
Report filters allow you select which information will be included in the report every time that you run it. For this report, I'm going to make the Job Completed Date and Category available as filters.
Tip: click the blue Filters link to hide/show the filtering options.
I'm going to skip over the other sheet options for now, I'll come back to them if I need to change something.
Step 4 - Choosing Columns
Next I'm going to choose which columns to show in the report. The list of columns available will depend on which data source I selected earlier.
Use the "Add Columns" section to choose columns one by one. You can type to search for column names, and click to add to the report. I'm going to start by adding Date Completed, Job #, Status, and Invoice Amount.
As I add columns, they will start to appear below.
I have changed my mind and decided that Job # should come first, so I simply drag it into the right position.
I also think that "Job Status" would be a clearer name for the Status column. First click Status to select it (notice the dark border), then change the title below.
Step 5 - Save and Run
Once happy with the design, find the Save and Run button at the bottom of the screen to execute the report.
You can see below that my Job Completed Date and Category filters are available. The columns I selected are all there, and the Job Status column has my modified name.
Step 6 - Grouping and Sorting
Now that I've seen the first draft, I think it could do with some improvements!
Return to the designer by using the Design Report button. You should see the same screen as when you first designed the report.
I would like to see the report grouped by job status so I can see how many were Completed vs Unsuccessful, and the total invoice value for each.
To get started, I'm going to expand the Sorting and Grouping section of the report designer.
For what I want to see, I'm going to add Job Status as a grouping column, and then sort by Job #. Add columns by choose one from the adjacent dropdown menus. You can also remove selected columns by clicking the column's minus sign.
If I was doing multi-level grouping, I would use the Grouping Display option to choose where the grouping appears.
Step 7 - Grouping Totals
Now that I have chosen some grouping, I need to tell the designer which columns should include totals and counts.
My report heading has changed to look like this:
I would like the space in Date Completed to show a count, and Invoice Amount to show a total.
To get started select the Date Completed column in the Report Columns section, expand the Formatting options, and change the Total Row option to Count.
I'll do similar for Invoice Amount and choose Sum, then Save and Run. Here's how my total row for "Completed" looks afterwards:
That's it! You've created a simple custom report using the report designer.
Once you've got the hang of it, you might like to explore these topics:
- Creating dashlets
- Formatting cells
- Conditional Formating
- Column Value Formulas
- Row Filter Formulas