Analyser

The Analyser is used to filter the report data based on some values. To filter the report based on any value of a field, the corresponding field needs to be added to analyser.

Note that if the report builder (usually the administrator) has checked the Hidden box then a filter will be in effect but not visible in Analyser.

The administrator will see the hidden field as translucent in the Analyser.

Adding a field to Analyser

To add a field to analyser:

1. Go to Report Builder.
2. Select the second check box for a field (see item 1 in the screen shot) to add the field to analyser.
3. Select analyser (see item 3 in the screen shot). 
4. Type the required value for the field on which the data is to be filtered on the report.
5. Select SAVE to save the report. The data displays in view mode of the report.

Adding a relationship to Analyser

Relationships do not appear by default on the field group.

To add relationship field to analyser:

1. Select + the Relationship icon (see item 2 in the screen shot). The Add Relationship dialogue appears.
2. Select the Type as Relationships to see only the relationships on the report.
3. Select Add to add the relationship you want.
4. Select OK.
5. Select the relationship node from the relationship viewer. The fields on the related object display.
6. Select the second check box for the name field from the Default field group. The corresponding relationship is added to analyser.
7. Set the required value for the corresponding relationship field on which the data is to be filtered on the report.
8. Select SAVE to save the report. The data displays in view mode of the report.

Adding a Hierarchy field to analyser

To add a Hierarchy field to analyser:

1. Create a Hierarchy for the required object and relationship.
2. Go to Report Builder.
3. On the field group, select the first and second check box of the required field to add to analyser.
4. Hover on the same column which was added to analyser on the above step. The down arrow displays in the right side of the column header.
5. Select the down arrow. The column context menu appears.
6. Select Format Column. The Format dialogue appears.
7. Select Value Formatting tab.
8. In the Hierarchy field select the down arrow and the option you want. This displays the hierarchy operators of the corresponding column in the analyser.
9. Set the required value for the corresponding hierarchy field on which the data is to be filtered on the report.
10. Select SAVE to save the report. The data displays in view mode of the report

Analyser Operators for Various Fields

Analyser Operators for Records