Reporting 2.0 - Usability Enhancements

The July '21 release includes smaller enhancements that are intended to improve the user experience for Reporting 2.0.

Summarizing and Aggregation Improvements

  • Only Show Summary Rows - Note: This feature will be available in a post release patch. A new Only Show Summary Rows option is added to the Table Properties panel. When toggled on, the report output will only show summarized and aggregated fields and it will not include the rows for the underlying data in the report.
    • Considerations for Charts: When using the Only Show Summary Rows option in combination with a chart, the aggregation is driven by the selection made on the field in Column Header Properties. With that the aggregation operation for the measure field on the Chart is also no longer shown. If you have defined a chart before, but the Chart Measure and Field Aggregation are not in sync, the Only Show Summary Rows will be disabled until the two are in sync. For example, if you chose Count in the Apply Aggregation field on the Column Header Properties panel, then Count needs to be selected in the Measure field on the chart to get the fields in sync and enable the Only Show Summary Rows option.
  • Remove Summarized Columns - You can now remove the column on which data is being summarized while keeping the field as summarizing criteria. This means you no longer need to include the field that is being used to summarize data in the report. Even when the field is not included in the report, you can still summarize by it using the Column summary feature in the Table Properties panel. Note: By default, summarizing by a field will still add the field to the report. But this enhancement allows you to remove the field from the report if you do not want the field included in the output.

Note: The Table Properties panel can be accessed by clicking the Show Table Properties icon in the upper-right corner of the Table Columns section.

Display Filter Criteria on All Export Formats

With this enhancement, the Display Filter Criteria option now displays for CSV, TSV (Tab-Separated), and PSV (Pipe-Separated) export formats. Upon implementation of the July '21 release, filter criteria will display on all existing reports when exported and on any new reports created and exported after the July '21 release.

Note: Filter criteria can be displayed by toggling on the Display Filter Criteria option, which is located on the Report Properties panel. If you have an existing report in which this option is toggled on for a format that previously did not support showing the filter criteria, then the filter criteria will display in the report upon implementation of this enhancement.

New "Is Empty or Null" Filter

Prior to this enhancement, when attempting to filter out all empty and null values from the report, it was necessary to apply both the is not empty and the is not null filters. A combined filter was not available in Reporting 2.0 but was available in Custom Reports.

With this enhancement, a new is empty or null filter is available. This filter lets you filter out all empty and null values in the report.

Implementation

Upon implementation, this functionality is available in all portals with Reporting 2.0.

Click here to download the Reporting 2.0 Starter Guide.

Click here to download the Reporting 2.0 Adoption Kit.

Permissions

For more information about Reporting 2.0 permissions, see the following:

  • Permissions in Reporting 2.0 - This provides detailed information about Reporting 2.0 permissions.
  • Permissions List - This provides the list of permissions and their relationships so that you know which permissions users need to have to create and view reports.