Visualize reports

A report is actually a chart, a representation of a set of data in a variety of forms, the simplest of which is a table. See Dashboard chart types for information about the kinds of charts you can create using Web Dashboard.

  1. On the Main menu, select My documents.
  2. A list of existing reports displays.
  3. Select the report you want to visualize.
  4. The report displays.
  5. In the left upper corner of the screen is a bar with several buttons that allow you to perform the following actions on the report:
  6. Button Description

    Filter Document

    icon report filter two small right arrows

    Displays a prompt that allows you to filter the data set used by the report. Select a filter and set a value. Add more filters if necessary.

    Refresh

    icon refresh two blue arrows

    Reloads the report.

    Customize

    icon customize

    Displays the Customization dialog box.

    Use the Customization dialog box to modify the appearance of the report.

    Multiple users can customize a report. You can only see those modifications you make yourself.

    The Customization button is available only if the user has the appropriate rights.

    You can delete a customization to display the report in its original form.

    The Customization dialog box has the following tabs:

    • Design: Change the Style of the report, but not the structure of the report. Select a Style from the drop down menu.
      • Switch columns and rows using the Columns inversion button.
      • Hide a column by right clicking the column header and deselecting the Visible option.
      • Add a calculation line to the report. Right click the footer of the table and select Add calculation line from the pop-up menu.
    • Sort: Sort the data in the report. Click the Sort tab, select a field to sort on and specify the sort order for that field.
    • Use the Add button to add a new sort field. Use the Delete button to delete a sort field.
    • Filters: Filter the report results. Select the Filter tab, select a field, and select a filter value for the field.

    • Charts: Change the type and properties of the chart used for the report. Select the Chart tab and select a chart type. See Dashboard chart types for more information.

    Select OK to save your changes and redisplay the report.

    Customize chart

    icon customize chart

    Select the Customize chart button to go directly to the Chart tab of the Customization dialog box. Select the Chart tab and select a chart type. See Dashboard chart types for more information.

    Delete customization

    icon delete red x

    Deletes customizations currently applied. This button is displayed only if the report has already been customized.

    Export to Excel

    icon Excel xl

    Generates an Excel file that you can either save or open directly. This button is available only if the user has total access to the report.

    PDF Export

    icon pdf export

    Generates a PDF file that you can either save or open directly.

    Previous

    icon previous one left arrow

    This button is shown only if the report is displayed following a dynamic link. The button is displayed in the drop-down menu accessible from the title bar if the report is included in a dashboard.

    Edit document

    icon edit

    Invokes the Design mode for this report. See Specify report design options.

    Notepad

    icon notepad

    Allows you to make notes when visualizing a Report. You can add multiple notes to a Report. This option is displayed in a drop-down menu when you right-click in the window.

    Add bookmark

    icon edit bookmark

    Allows you to add a bookmark to a report. Select the name of the report in the upper left portion of the window to drop down a menu, and then select Add a bookmark. To delete the bookmark, click the name of the report, and then select Delete bookmark.

    You access existing bookmarks by clicking on the username in the upper-left portion of the window, and then selecting the bookmark.

Accessing reports using an URL

You can access reports directly by entering the appropriate URL into the browser. You might be asked to authenticate before proceeding.

Use the following syntax when specifying an URL:

http://<web-dashboard-host>:<web-dashboard-port>/SentinelWebDashboard/document/report/<report-name>, where:

  • <web-dashboard-host> is the host where Web Dashboard is accessible
  • <web-dashboard-port> is the port where Web Dashboard is accessible (default: 8443)
  • <report-name> is the name of the report you want to access

You can specify filters in the URL by appending the required information to the URL.

Use the following syntax when specifying filters:

?f:<filter-name-1>=<filter-value-1>&f:<filter-name-2>=<filter-value-2>&<filter-name-3>=<filter-value-3>

where:

  • <filter-name-1> is the name of the first filter
  • <filter-value-1> is the value of the first filter
  • <filter-name-2> is the name of the second filter
  • <filter-value-2> is the value of the second filter
Note   Make sure your URL is valid after you add filters. For example, if a filter value contains white space, like to to, convert the white space to make the URL valid, like this: to%20to

You can enable or disable a filter. Use the following syntax to enable or disable a filter:

  • Disable a filter: u:<filter-name>=0
  • Enable a filter: u:<filter-name>=1

Example

You have a report (Employees) listing employees and you want to filter them by Country and Department. You have set up two filters one called country and the other named departmentId.

You can access the report filtering for all the employees from the United States belonging to the Accounting department with the following URL:

http://reports.acme.com:1234/SentinelWebDashboard/document/report/Employees?f:country=United%20States&f:departmentId=Accounting

Time Axis Charts

Some reports display a time axis. You can zoom into the graphic on a narrower time range and then return to the initial time range.

Click and drag around the specific area you want to maximize. To return to the initial time range, select Refresh from the drop-down menu.

  • When visualizing a Dashboard these buttons are displayed when you click the title bar of a report. A drop-down menu with this options will then be available.

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