The report writer is an advanced report builder that allows you to choose which columns you want to see as well as what kind of scorecard items to show.
The first step in the report writer wizard is choosing what columns you want in your report.
If you choose to show any of the performance columns, the next step in the wizard will ask you which dates you want to show for those performance columns. For example, if you choose to show KPIs' actual values, you'll need to choose the date range for the KPI values.
Next, you choose row filters. The idea here is that you're choosing which scorecard items you want to show. By default it's going to show every single scorecard item in the software, so we're going to want to add at lease one row filter to choose which scorecard items to show.
When you click the "add" button it stacks a second-level dialog on top to choose which row filter you want. The default row filter is "Specific Scorecard Items".
This allows you to manually choose which scorecard items you want to see. In this example we're showing "Financial Profit and Loss" and all its descendants, as well as "Marketing" and its descendants.
Once you have your filter set up and you click Done, the second-level dialog closes and you can see your new filter.
Now we're going to add a second filter, this one for only showing the scorecard item type of KPI.
As you can see here, the report will now show all financial and marketing KPIs.
Viewing and Saving
When you click "Get Report" you're taken to the View tab where you can see the results of your report. Notice, however, that your report hasn't been saved yet. You may want to save it for later, but you may also just want to see its data and move on.
You can change what columns and rows your chart is showing by visiting the Edit tab.
"OR" Row Filters
Row filters usually combine together with ANDs. For example, you want to see the scorecard items that match the first filter AND the second filter. You can also choose to combine filters with ORs.
Let’s start with a simple report that shows all of the KPIs that are red for a month.
Here’s what the two filters look like. The item type is KPI and the color is red.
Let’s say we want to change this report to show not only red KPIs, but also KPIs that are trending downward. That way we’ll have a single report showing all of the KPIs we need to keep an eye on.
In order to do this, we’ll add a new “downward trend” filter, and before we click “done,” we’ll turn on this OR filter switch on the bottom.
Now we need to choose which existing filter we’re going to add our new filter to. Since we want to show all “red” or all “downward trending,” we’ll choose the red color filter to use with our OR.
This is what the filters look like now. This means that the report will show all items that are KPIs and (red or downward trending).
And here’s our new report.