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, as demonstrated below:
Search for specific fields in the Search field at the top.
Select the arrow next to the field to expose additional configurable fields.
You'll notice that the icon next to the field matches the icon in the boxes below. For example, fields listed in the Client section can be added to the Column Fields and Row fields box:
The fields in the Measures section are the fields that you can drag (add) to the Measures 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.
To change field or remove field for any box at the bottom, drag-and-drop that field back to the All Fields list above. Or, de-select the check box in the All Fields section.
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, as demonstrated below:
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.