TBA

Report preparation involves a number of steps that will ultimately provide you with the most accurate results for the needs of the organization as a whole and the unit activity in particular.

This article will provide a list of the recommended steps along with an example use case.

Basic Steps

1. Map the data you wish to appear in the report display. As part of the mapping procedure, you need to have a general idea of the type of information you wish to obtain:

• A summary or a detailed report

• Immediately or over a period of time

2. Find out which existing views and dashboards in the Galooli Panorama application can be adapted to create your report. The fields that are used as the basis for the view/dashboard can be viewed in the Panorama application; this allows you to copy them and use them for your reports.
   
   Live Mode
   
   Panorama Dashboards
   

3. Open the Pro Application >> Select the desired organization/cluster/group/unit from the organization tree.
   
   Please note that if you choose to run the report on more than one unit, it will not be possible to run it
   as a detailed report. Detailed report may only be generated on a single unit.
   

4. Select the desired system report type. Selecting the right report type will ensure that the fields you select in the following steps will be suitable for your report.
   

   • Detailed Report

   • Asset Report

   • Events Report

   • Summary Reports

     
     General Reports
     

5. On the “Selected Fields” window, click on “+Add Field” >> “System Parameter”. The window that appears will contain groups of fields. In order to find the fields themselves, you may use the search bar or open the relevant groups based on the purpose of the report and mark the fields that you need.

   
   To create a report, it is recommended to use "Global" fields. A Galooli global fields contains an internal logic and calculations with other fields.
   

6. Once you have selected all the relevant fields, you need to give them meaningful names and filter the data in order to obtain an accurate end report. Additionally, you can move the fields one above the other so that the table titles in the final report will reflect your personal preferences.
   
   Report List and List of Available Fields
   
   Regular Expression - Used for advanced data filtering
   

7. Galooli provides you with the option of creating new fields based on the calculation of other fields when you need a field that is not included in Galooli's fields bank.
   
   Calculated Fields
   

8. Select the appropriate time period of the report. Reports of different types have different time frames.

When creating a summary report, it is important to select the "Data Aggregation” according to your
requirements.

9. You should save the report and give it a meaningful name. You will find the report in the "My Reports” section.
   
   My Favorite Reports
   

10. Run the report and check that use get the relevant data. לסנן, למיין, לעשות ממוצעים, לראות על גרף או על מפה, לייצא

11. לעשות דוח מתוזמן או לשתף

12. לבנות דשבורד

Use Case