Assetas support

Chart Report

This page will walk you through the process of creating or editing a chart report.

Create a report | Report details | Report properties | Filters | Additional filters | SQL Select Statement | Security | Validate and run | Report customizationRelated topics 

Icon Light 500px.png
Assetas support

A chart report displays data in a graphical format. Format options include area, stacked area, horizontal bar, ​stacked horizontal bar, vertical bar, stacked vertical bar, doughnut, line, pie, and radar.

What is a chart report?
 
  1. Expand "Reports" on the sidebar navigation.

  2. Select "Design" to design a new report. This will immediately bring you to the Report Details screen.
     

Create a report
 
Report details
 

The report details include the primary foundational details of the report. Please note that items with an asterisk are required.

Report Details:

Populate the following fields:

  • Category*: The category grouping for this report. You can create your own categories by navigating to Report Categories under the Lists & Types menu under Configuration.

  • Type*: The type of report. Select Chart.

  • Name*: Enter the name of the report.

  • Icon*: Select an icon to represent the report.

  • Data source*: Select the source of the underlying data for the report. 

  • Description*: Enter a short description of the report.

  • External Identifier: Create a unique identifier for this report.

Please note that all fields with the exception of the External Identifier are required for this type of data record.

Report properties

Please note that items with an asterisk are required.

Chart Properties:

Populate the following fields:

  • Category*: Data element that appears in the x-axis of a chart. For example, a vertical bar chart of asset counts by type would have the Asset Type.Name data element selected for the Category.

  • Date Grouping: If the Category selected above is a date or time, the Date Grouping field will appear. This is the date grouping for the aggregate function to apply to this column. Options include: No grouping, minute, hour, day, month, and year.

  • Category Format: Used for custom formatting of dates. For example, you could define the Category Format as “MMM yyyy” to show “JAN 2019”.

  • Series: Data element if there are multiple series in a chart.  Leave blank if your chart has only one set of data. For Doughnut-type charts, please do not specify a series.

  • Series Format: Used for custom formatting of dates within the series. This is a rarely used field that adjusts the format of the data within the tooltip when the mouse hovers over the data point. 

  • Value*: Data element that appears in the y-axis of a report. For example, the Value of the vertical bar chart of asset counts by type would simply be Asset.Asset ID (a count of the unique Asset IDs within each Asset Type).

  • Aggregate*: Acts on the Value field as a mathematical function. If you only have a single value that you’re capturing, selecting ‘Maximum’ as the Aggregate will still return your single value.

  • Rounding*: The number of decimal points displayed by the Value field.  

  • Chart Type*: Sets the type of chart displayed (bar, line, etc.). 

  • Legend Position*: Sets whether a legend should appear and where it should appear in relation to the chart data.

 
Filters

Filters allow the report to dynamically return results based on defined logic, criteria, and order.

Populate the following fields:

  • Group*: Defines the order of operations when using OR logic. If only AND logic is used or you only have a single filter, you’ll only use a single grouping of filters, so select Group 1. If you have any OR logic to apply, you may need to use additional grouping for your filtering logic to work properly.

    For example, if your logic looks something like:
    (A and B and C) OR (D and E), the filter elements within the first set of parenthesis will be in Group 1, and the filter elements within the second set of parenthesis will be in Group 2.
     

  • Precedence*: Defines the order of filters within each Group in relation to the other filters defined and requires a whole number.
     

  • Column*: The data element chosen for each filter. The naming convention is: [Table.Element] (data type). For example, if you want to filter on the type asset, you would select Asset Type.Name. There is a search box within the dropdown that is helpful if you’re not certain which table your data element resides in.
     

  • Operator*: The operator used to apply the filter.

    The Operator value of “contains any of these items” will return all results that meet the entries.  For example, a filter to show only records that “contains any of these items” with “WELL,TANK” would return WELL0001, WELL0002, and TANK0001. 

    The Operator value of “is in the list” is appropriate for matching entire values.

     

  • Value*: The value(s) for which you are applying the filter. There are several options:

    • Enter a single numerical or text value (please note that text values are not case sensitive).

    • A comma separated list of numerical or text values

    • Use a variable. The Append Variable button allows you to quickly select a variable from a re-defined list, including {Today}, {CurrentUser}, {StartDate}, or {EndDate}. Variables are denoted with curly brackets. Certain variables require you to enter a variable’s unique identifier or external identifier to evaluate properly. For example, for {ContactID}, simply enter the Contact’s unique/external identifier within the curly brackets. For Selection Lists, enter the Selection List report’s external identifier within the curly brackets, like so: {SL:Assetas_SL_Active_Assets}.
       

The two filters {StartDate} and {EndDate} must be applied together; you cannot reference only one of these two in the filters for a report. 


If the filter is referencing one date, please use {AsOfDate}, which uses the current date as the reference point.
 

  • Logical*: Contains either ‘AND’ or ‘OR’ and describes how the filter relates to the following filter (in order of precedence). If the filter directly after this filter is in a different group, then the Logical field will describe how the two groups interact.

 
Additional filters

Additional Filters define the default maximum number of rows to return and sets how to handle distinct rows.

Populate the following fields:

  • Maximum Rows*: Sets the maximum number of rows returned in a report.

  • Distinct Rows: Toggle to remove any duplicate rows.

 
SQL Select Statment

This is a non-editable box that returns the SQL defined by the report parameters chosen in sections above. The SQL will dynamically adjust as data elements, filters, and sorting rules are changed. If you are comfortable with SQL, reviewing the code within this box may provide additional validation that your report is returning correctly.

No SQL skills necessary! This is simply for validation, if you'd like to use it.

 
Security

In this section you may define which security roles have access to your report.
 

By default, reports are not assigned to any security roles; only the user who created the report and anyone with the “Report Administrator” security function will be able to access the newly created report. 
 

When a report is granted to one or more security roles, users of those security roles will also be able to access it.  You can add single roles at a time, or all roles at once.

 
Validate and run

Validate:  Click the Validate button to check the report for any issues and display any errors found.

Run: The Run button will run your report and will return any data per your report requirements.

A report without validation errors does not necessarily guarantee that the logic in the report is accurate or that the report will return data. It simply affirms that the way the map properties, filters, and sorting rules have been defined allow the report to run. It’s always best practice to click on the Validate button and check there are no errors.

 
Report customization

Certain reports allow for further customization once they are run. Any customization changes made the report will be saved for the next time the report is run and will not impact the original report settings.

Variable inputs: Any variable inputs will display at the top of the report. For example, if you’ve chosen the {StartDate} and {EndDate} or {AsOfDate} variables in your filters, you will see a dropdown list of many possible date range combinations to select from.