Reports
Reports in Datalytics
Reports are the core of Datalytics. They transform raw data into visual stories—charts, cards, tables, and gauges—that anyone can understand at a glance. This section provides comprehensive documentation for every report type available on the platform.
Report Types at a Glance
| Category | Report Types | Best For |
|---|---|---|
| KPI Cards | Card with Trend, Simple Card | Single-metric focus with or without historical trend |
| Bar Charts | Horizontal Bar, Stacked Bar, Horizontal Stacked Bar, Grouped Bar | Categorical comparison and part-to-whole breakdown |
| Circular Charts | Donut, Pie, Funnel, Chord | Part-to-whole proportions, pipeline conversion, and flow relationships |
| Line Charts | SP Line, Step Line | Time-series trends (smooth curves or discrete changes) |
| Area Charts | Area, Area SP Line, Area Step, Stacked Area | Volume emphasis, cumulative trends, and composition over time |
| Statistical Charts | Scatter, Bubble, Box Plot, Candlestick | Correlation, distribution, and OHLC analysis |
| Radial Charts | Radar | Multi-variable profiles |
| Performance Charts | Gauge, Pictorial | KPI performance against targets and icon-based metrics |
| Hierarchical Charts | Treemap | Hierarchical part-to-whole with proportional rectangles |
| Heat & Density | Heat Map | Intensity patterns across two categorical dimensions |
| Time Intelligence | Time Series | Continuous time-axis charts with zoom and granularity controls |
| Geographic & Spatial | Geo Graph, SVG Map, Flight Seat Map | Network maps, custom spatial layouts, and seat-level analysis |
| Tabular Reports | Data Tables, Pivot Tables, Summary Tables | Raw data, multi-dimensional analysis, and executive summaries |
Creating a New Report
Step-by-Step Guide
- Navigate to Reports: Click the Chart Icon in the left sidebar.
- Add Report: Click the Add Report button (➕) in the top-right corner.
- Select Report Type: Choose from the wide variety of visualizations listed above.
- Choose Dataset: Select the dataset you want to analyze from the dropdown.
- Configure Fields: Use the editor to drag and drop fields into Group By (Dimensions) and Metrics (Values).
- Apply Settings: Configure chart-specific options, colors, labels, and formatting.
- Save: Name and save your report for use in dashboards.
Report Management Features
The reports list page provides the following capabilities:
- Search: Full-text search across report names and field descriptions.
- Filter: Advanced multi-field filtering by name, data source, and report type.
- Sort: Click column headers to sort by name, type, or last-updated date.
- Pagination: Navigate through large report collections with paginated views.
- Actions Menu: Each report supports View, Edit, Clone, Delete, and Create Template operations.
- Responsive Layout: Fully responsive design adapts to desktop, tablet, and mobile screens.
Documentation Index
KPI Cards
- Card with Trend — Single metric with embedded sparkline and period-over-period comparison.
- Simple Card — Minimalist single-value display for maximum clarity.
Bar Charts
- Horizontal Bar — Horizontal bars for long-label categorical comparison.
- Stacked Bar — Stacked vertical bars showing composition within each category.
- Horizontal Stacked Bar — Horizontal stacked bars combining readability with composition analysis.
- Grouped Bar — Side-by-side bars for direct multi-series comparison within categories.
Circular Charts
- Donut — Ring-shaped proportional chart with a center summary metric.
- Pie — Classic proportional slices for part-to-whole category comparison.
- Funnel — Tapering stages for conversion pipeline and drop-off analysis.
- Chord — Circular ribbon diagram for many-to-many relationship and flow analysis.
Line Charts
- SP Line (Spline) — Smooth curved line charts for polished trend visualization.
- Step Line — Staircase-style charts for data that changes at discrete intervals.
Area Charts
- Area — Filled area charts emphasizing volume and magnitude over time.
- Area SP Line (Area Spline) — Smooth curved area charts for elegant trend presentations.
- Area Step — Filled step charts for discrete-change data with volume emphasis.
- Stacked Area — Layered areas showing multi-series composition over time.
Statistical Charts
- Scatter — Dot plots for two-variable correlation and outlier analysis.
- Bubble — Scatter plots enhanced with a third dimension via bubble size.
- Box Plot — Five-number summary charts for statistical distribution and outlier analysis.
- Candlestick — OHLC charts for financial price ranges and temporal value spreads.
Radial Charts
- Radar — Spider/web charts for multi-variable performance profiling and comparison.
Performance Charts
- Gauge — Speedometer-style dials for KPI performance against thresholds.
- Pictorial — Icon-based charts for engaging, audience-friendly metric communication.
Hierarchical Charts
- Treemap — Nested proportional rectangles for hierarchical part-to-whole analysis.
Heat & Density
- Heat Map — Color-gradient grids for detecting patterns across two categorical dimensions.
Time Intelligence
- Time Series — Continuous time-axis area charts with zoom, pan, and granularity controls.
Geographic & Spatial
- Geo Graph — Network diagrams on map canvases for location-based relationship analysis.
- SVG Map — Custom SVG layouts (floor plans, diagrams) with per-region data binding.
- Flight Seat Map — Aircraft cabin layouts with seat-level occupancy and revenue data.
Tabular Reports
- Tables — Structured row-and-column layout for detailed record viewing and auditing.
- Pivot Tables — Multi-dimensional cross-tabulation for deep data exploration.
- Summary Tables — Aggregated grids for management-level executive reporting.