Creating an Analytics Report (Fields)

Upon opening an Analytics report, the right panel displays, where you can make your selections.

All fields that are connected to your report display in the Fields tab to the right. Create your own analytics report by dragging and dropping desired fields to the "boxes", or clicking in the check box to select specific fields. Bizview will add the selected fields to the field boxes at the bottom.

Search for specific fields in the Search field at the top.

The fields gathered under the item "Measures" in the list are the fields that you can drag (add) to the Measures field box at the bottom.

Drag or add the field that you want to be shown in the pivot columns to the Column Fields box at the bottom.

Drag or add the field that you want to be shown in the pivot rows to the Row Fields box at the bottom.

If you want to filter your pivot grid on any specific field, drag that to the Filter Fields box.

If you want to change field or remove field for any box at the bottom, drag-and-drop that field back to the all fields list above.

If you add several fields to the field boxes the pivot grid will create a tree structure. Select the row header or column header to view underlying data. In the example below we expanded C Customer to view customers connected to that customer group (or expand year 2015 to view month values):

To view underlying transactions you can do a drill through in the grid. For more information, see Drill Through.

To change format (like if the numbers should be shown in thousands and with no decimals), see Changing Formats.

Another feature in the grid is the Visualization view. For more information, see Visualization (Chart).

In addition to the above format changes, there is also a Settings tab in the right panel where you can make additional setting changes in the pivot.