To create a new view, go to the Reports App, then click on ‘View categories’. This opens a page where you can create one or more folders in which you can create views. This is purely for organizing views and is up to you if you create only one folder, or create several.
You could for example create view folders for basic views, filtered views and calculated views. That would make it simpler to find a view again should you need to change it.
To create your first folder, click ‘Add view category’, enter a name and click OK. The folder will be created and you will be taken to the workflow page. Here you can create a primary view or a union view.
The workflow for primary views has two options. ‘Create’ will open the form to create a new view. ‘List’ will open the sub page to show all existing primary views in this folder. From this sub page you may continue working on views that are part done or edit or delete existing views.
To create a new primary view, click ‘Create’ in the primary view workflow. In the form that opens you can enter the following:
Name - Be sure to give a clear and descriptive name for your view. Later on you will select it from a menu showing all views. It’s a good idea to include in the name, the App and form that it relates too. If it is a filtered view then it’s a good idea to flag that too.
Application - This menu shows a list of all Apps adopted by your community. As you add more Apps they will appear here. Select the App you want
Data object - Once you select the App, this menu shows a list of data objects (forms) available in that App. Note that every App also comes with a core data object called ‘App Profile’. This is used to store the name for the App profile and some other descriptive information.
Read data from - Once you’ve selected your data object, you next choose if the view will extract the main data model (ie the primary fields in the form) or a repeat model (ie a table in the form.
Select repeat - If you choose repeat model, please then use this menu to select which repeat you wish to include. If your form has multiple repeat models, you must create a separate view for each one.
Apply filter - If you don’t want to pre-filter your data, select no. Remember, people requesting the report can also filter at that point. Applying a filter here will mean that the report data is always filtered. If you select yes, you have the option to choose one or more fields on which to filter. For each field you can choose you can select ‘equals’ or ‘not equals’. Finally you enter a search term for that field.
Note - if filtering on a taxonomy, it is more robust to filter on the taxonomy code. Kwantu can advise you what the codes are for taxonomy terms so you can use these values instead.
Grouping data - This allows you to specify that data in your report be grouped by one or more fields. For example, you might choose a country taxonomy to group by. Select the field you wish to group by.
Projections - This allows you to sum, count or average the values in a specific field. The result is made available as a new field called _id. You will be able too select this in the report set-up.
Alias - Use an alias if you need to over-ride the name given to a field. You have the option to select which names are shown on the report, so this is only used inside report set-up.
Once you have completed the form, click save and return to the view folder. You will see a worker object message displays. This means that the server is creating that view and setting up the data in the reporting database. A new view may take ten minutes before it’s available to select in report set-up. You can continue immediately to create your next view, there is no need to wait.