Advanced Analytics - Editing Reports

Modified on Thu, 21 Dec 2023 at 06:16 PM

Description: The purpose of this article is to provide a detailed overview of the process for editing Reports through the Reports section of Ooma Enterprise Advanced Analytics.

After entering the Reports section of Advanced Analytics, you can proceed to create a new Report or edit any existing one.

There are two options how to enter the editing mode:

1. From the Reports section page: simply click the "Edit" button corresponding to the desired report in the table of existing accounts.

2. If you have already opened the desired report: click the "Edit" button located on the top action panel.

Upon clicking any of the mentioned "Edit" buttons, a pop-up dialog menu will appear on the right-hand side of the window. This menu allows you to edit the selected Report’s parameters. 

There are four tabs in the editing report form.

  • Details: this section contains the basic parameters of the selected report.

  • Name: by using this field, you are able to rename the report.
  • Report Template: within this field, you can find the type of the report. However, the value in this field cannot be modified.
  • Time Zone: this field enables you to choose the time zone from a drop-down list of available options.

  • Filters: within this section, you can select a filter and apply it to the report.

  • Default Filter: when you click on this field, a drop-down list of existing filters will appear, allowing you to choose the desired one. These filters can be found in the "Filters" section of Advanced Analytics.

  • Default Date Range: within this section, you have the ability to define the date range for which the selected filter (described earlier) will be applied.

When you choose the "Custom..." option, two additional fields will appear that you can use to set a custom date range.

  • Limit to time range: when you enable this option, two new fields will appear that you can use to set a custom time range.

  • Fileds: within this section, you have the ability to customize the content of the report by modifying the fields you wish to include and adjusting their order.

On the left side of the form, you'll find a list of Field categories that can be expanded to display all the fields available for adding to the report. To quickly find a specific field, you can use the Search Bar instead of manually searching through all the Field categories.

On the right side of the form, you'll see a list of selected fields that will be included in the report. To remove a field from this list, simply click on the "X" badge next to its name. Additionally, you can change the order of the selected fields by clicking on them, holding the mouse button, and using drag and drop functionality.

  • Sorting: in this section, you can choose the field or fields that will be used for organizing the sorting in either ascending or descending order.

The left side of the form displays a list of fields that you can select for sorting purposes. Once you choose a field, it will be moved to the right side of the form. On the right side, you can organize the sorting for the selected fields by clicking on the arrow badge next to each desired field's name, allowing you to choose between ascending and descending order.

Upon clicking the arrow badge next to a selected field's name, it will switch to the opposite direction, indicating the chosen sorting order for that field.

Selecting many fields and setting various sorting orders can look confusing because it might lead to a lack of consistency and coherence in the report's presentation. When there are multiple fields with different sorting orders, the data can appear disorganized to the reader.

Once you click the "Save and run" button, the report will be regenerated to reflect the newly introduced modifications.

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