Reports in Opero
Raport to gotowe zestawienie: podsumowanie danych w formie tabeli przestawnej albo wykresu. Odpowiada na pytania „ile", „w podziale na co", a nie służy do pracy na pojedynczej sprawie.
What a report is for
A report answers aggregate questions: how much we sold this quarter, broken down by region, how many tickets came in each month, which clients bring the greatest turnover. Instead of browsing records one by one, you look at a summary computed from many records at once.
This is what sets a report apart from a list. A list shows individual matters and is for working on them. A report changes nothing, it only computes and shows the picture of the whole.
Two forms of a report
| Form | What for |
|---|---|
| Pivot table | numbers broken down by category, for example sales by region in rows, by month in columns |
| Chart | the same picture visually: bars, a trend line, shares on a pie |
The same set of data is sometimes shown once as a table to read exact numbers, and once as a chart to see a trend at a glance. The administrator matches the form to what is at stake.
Example. A sales report shows in a pivot table the sum of order values broken down by salesperson (rows) and month (columns). You see at once who has the best quarter and which month was the weakest, without counting anything by hand.
Reading a report
- Rows and columns are the categories the data was grouped by, for example region, month, status.
- The numbers inside are the measures, that is, the computed values: sum, average, count of records.
- The filters at the top let you narrow the report to the slice of interest, for example one year or one department, without changing the report itself.
The data range in a report
What you see in a report is computed from the data you have access to, and usually from the current company. Two people may therefore see different numbers in the same report, if they work on different data ranges. This is intended.
Limitations of a report
- You do not edit data in a report. A report only computes and shows. Changing a record requires opening its form.
- A report is not an export. It is for looking and analyzing in the system; if you need numbers in a spreadsheet, that is a separate action, described under export.
Reasons to request a report
If you regularly count something by hand from a list or assemble the same summary in a spreadsheet, that is the best candidate for a report. Tell the administrator what question the report is to answer and in what breakdown, and they will build it once, so you return to the ready one.
Diagnosing rules
Co zrobić, gdy automatyzacja zadziałała niezgodnie z oczekiwaniem lub nie uruchomiła się. Jak zgłosić problem, żeby dało się go szybko zdiagnozować, i czego się spodziewać.
Pivot table
Tabela przestawna pokazuje liczby w podziale na kategorie: wiersze i kolumny to grupy, a wartości w środku to policzone sumy albo liczności. Tak czyta się zestawienie dokładnie, liczba po liczbie.