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

• A summary or a detailed report

• Immediately or over a period of time
  

1. • Detailed Data - Provides the ability to view detailed raw data on a single unit for a single transmission.

   • Asset Data - Provides information about the current status of one or more units.

   • Events Data - Provides a summary of all events that occurred for the selected units at the selected time

   • Summary Data - Provides a summary of data and is used to analyze and view aggregated information/analytics for a large number of units
     

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.
   Depending on the type of data, it is important to select the appropriate fields:
   
   Detailed and Asset data - Use the Live Mode
   
   Events Data and Summary data - Use the 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.
   It is important that each field be relevant to the type of report that you have selected in the previous section.
   
   Detailed Report - Use the “recorded” fields
   Summery Report - Use the relevant summery fields - Summary Reports
   

6. Once you have selected all the relevant fields, you need it would be a good idea 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
   Reports Common Concepts - 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
   Reports Common Concepts
   

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.

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11. Once you have ensured that your report contains the best fields that represent your needs, consider making the report a schedule report, so you and your employers will receive the results automatically at the frequency you specify. Additionally, you can share the report you prepared with your colleagues.

My Schedule Reports

My Shared Reports

12. The last step in creating the most effective and useful report is to create a dashboard based on this report. Galooli dashboard designer allows you to create customized dashboards and visually display all the data that can be accessed through Galooli's reporting system.

https://galooli.atlassian.net/l/cp/bgpGWXG8

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