First, select the report page where the new report belongs. Arrange the reports according to which information you need first. The page saves the report definitions and filters: saving does not freeze the figures displayed in the reports.
Prerequisites and permissions
Perform these steps in the browser version of Spotilla. The Android and iOS apps do not have an equivalent function for editing report pages.
Adding, copying, editing report information, deleting and permanently saving the page require administrator rights. Other users can arrange panels and change viewing settings temporarily. Changes saved by an administrator apply to the shared report page, not just their own view. The user's read permissions affect the data included in reports.
Without the Add-ons for report pages add-on, each report type can appear on a page only once. Changing its name does not make it a different report type. With the add-on, you can add the same type multiple times and use different filters. Create a copy for an individual report also requires the add-on.
Add a report to a page
- Open Dashboard → Report pages from the main menu. Select the page you want from the name selector at the top of the view.
- Select Add new report from the action bar at the top.
- In the report catalog, enter part of the report's name or description in the Search for a report or browse reports by item field. You can also open a report group by clicking its heading and use the group's own search field. Read the report description to ensure you select the right data.
- You can select Show only reports that are not on the page. This filter checks the report type, not the panel name. If a familiar report is missing, clear the search text and deselect this option.
- Drag the report row you want from the catalog onto the report page. The report appears in its own panel with Draft displayed in the header.
A draft may already display report data, but it has not yet been saved. Save it before leaving the view. Choosing suitable data and a presentation format is covered in Choosing a report type.
Check the name, settings and filters
Open Settings in the report panel header. Check the report's default selections, time period, available Chart type, grouping and data filters. The available options and required fields depend on the report type. If the report indicates that required fields are missing, fill in the fields listed in the message so that the chart can be generated.
Changing the settings updates the view, but does not by itself save the selections for the next use. For a saved report, an administrator can use the Save Settings button in the header, which appears when the settings are open. It saves that report's settings and filters. Save a draft using Save the page.
To change the name and description, select Edit report information from the three-dot menu in the header. The name is required. Give the report a name that describes its purpose and distinguishes it from any copies. For a report that has already been saved, Save in the form saves the name and description immediately. For a draft, it only changes the visible panel; you still need to save the page.
More detailed options for time periods and filters are covered in Report time periods and filters.
Move and resize panels
- At the top of the view, open Control report page → Enable drag-and-drop.
- Drag the report panels to the positions you want. If needed, resize a panel using the resize handle on its right edge. Panels have a minimum size, so you cannot keep shrinking them indefinitely.
- When the order is ready, select Diasable drag-and-drop from the same menu. This prevents you from moving panels by dragging; it does not save the order or prevent resizing.
Arrangements made by other users remain temporary. An administrator saves the positions and sizes by saving the page. In a narrow browser window, the panels are automatically stacked vertically. Arrange panels side by side in a wide window and check the layout before saving.
Copy or delete an individual report
Open the three-dot menu in the header of the report you want to work with.
- Create a copy copies the report's current settings and filters into a new panel below the original. A copy indicator is added to the copy's name. The copy is initially a Draft: name it, adjust the filters as needed and save the page.
- Delete the report asks for confirmation. Deleting a saved report takes effect immediately and does not wait for the page to be saved. Deleting a draft only removes the unsaved panel.
Deletion removes that report's definition and saved filters. It does not delete the source data being reported, such as tasks, service requests or entries. Other reports on the page remain. Do not delete the entire page if you only want to delete one report.
Save the page and verify the result
Select Control report page → Save the page. After adding or copying a report, you can also use the Save the page button that appears at the top.
Saving covers the entire selected page: new and existing reports, their names, descriptions, settings, filters, positions and sizes. Therefore, check the selections in the other reports before saving too. Save Settings for one report does not replace saving the page when you want to keep new panels or a changed layout.
Make sure you receive a success message and that the Draft label disappears from new reports. Reload the view, select the same report page and check the reports, names, filters and layout. Simply switching to another page and back is not a sufficient check, because the open view may retain unsaved changes.
If saving returns an error, do not assume that all changes have been rolled back: some reports may already have been saved. Reopen the page and check its current state before making corrections.
The figures in saved reports may change as the source data and relative time period change. Saving the page preserves the report definition, not a historical snapshot of its figures. Restoring the layout and working with the entire page are covered in Creating and restoring a report page.