Visma Net
Design analytical reports - overview
The process of designing an analytical report starts with the definition of the report layout. The report layout definition includes the rules specifying the data to be included in the report, the structure of the table containing the report data, and the parameters describing the report formatting. The procedure of creating a new analytical report can be split into several steps as described below.
- Design the report layout: In this step, you need to do the following:
- Define the row set and column set for the report to specify the report structure
- Specify the unit set for the report to split the report into sections
- Configure the report formatting
- Publish the report and granting access rights to users: In this step, you must make the report available to target audience: you must publish the report and provide your user access to the report.
- Run and verify the analytical report: In this step, you run the report and make sure it works as expected and delivers the correct data in the correct way.