Facility Management - Duplicating a Report

Duplicating a report will allow you to make changes to an existing report within Facility Analytics & Reporting. It is an easy way to make changes without creating a report from scratch. For example, if you only need to change minor pieces of data or change the orientation of the report.

  • It is only possible to duplicate reports if you have access to Premium Reporting.
  • Only Custom Operational Reports can be duplicated.
  • The suite of customisable reports are located at the top of the screen within Operational Reporting. They are labelled “Premium”, have an orange icon next to the group heading and a “view custom report” button.
  • You will need the Operational Edit permission to be able to duplicate existing reports.

1. Duplicate an Existing Report

Step 1 - Go to the group of reports where the report you wish to duplicate is located.

Step 2 - Before you can duplicate a report you will need to be in edit mode.

  • View Only Mode: When you first open a report, by default it will be in View Only mode.
  • Edit Mode: To edit a report, click on Edit Report in the top right-hand corner. This will open the report in Edit Mode.

 

Your screen will look different and will provide Visualisations and Data options on the right hand side. There will also be a plus sign at the bottom of the screen at the end of the list of existing reports.

 

The additional ‘edit’ options that you see on the right will relate to the section of the report that you have selected on the left.

Step 3 - To duplicate a report, right click on the report heading and click Duplicate Page from the list of options.

 

The duplicated report will appear as a new report with ‘Duplicate of’ added to the name of the report.

 

Step 4 - To rename a report, right click on the report name and select Rename Page.

We suggest that you rename the report so that other users within your organisation can see what the report is. We also recommend adding your name to the report name as this will clearly identify who has created the report.

 

Other options available include:

  • Delete Page – this will delete the report
  • Hide Page – this will hide the report from other users. However, all Operational Edit Users will be able to see all reports, even those that have been ‘hidden’.

2. Save Changes to the Report

IMPORTANT - Save your report by clicking the save icon at the top right-hand corner of the screen. This is an important step as reports do not auto-save. If you leave the screen without saving, your report will be lost!

Remember to save your report each time changes have been made to it.

3. How to Change a Slicer

Follow these steps to replace an existing Slicer within the duplicated report.

STEP 1 - Remove existing slicer

Click on the slicer you wish to replace, this will select the slicer.

To delete the Slicer, click delete on your keyboard, or right click and click Remove from the available options.

 

STEP 2 – Add new slicer

First you will need to select a new data field from the Data list on the right-hand side. Either tick the check box or drag the data field into position. For example, Product Name.

 

STEP 3 - Format slicer

Next you will need to update how the information is formatted/displayed.

Non-calculated data fields (such as products) will initially default to a table format. The format can be seen within the Visualisations menu.

 

To change the format, click on Slicer from the Visualisations menu (it’s just to the left of the table format). This will add checkboxes to your list of data that will allow you to ‘slice’ or refine the information you see within the report.

 

STEP 4 – Update Slicer settings

Finally, to improve the usability of your slicer we recommend updating some key settings.

  • Click on Format your visual,
  • Expand Slicer settings,
  • Expand Selection settings.

Turn off Multi-select with Check Boxes

Turn on Show ‘Select all’ – this will give you a ‘select all’ option at the top of your slicer.

To add a Search field to your slicer, click the ellipsis within the Slicer (three dots in the top right-hand corner of the Slicer) and select Search from the options that appear.

4. Change the Order of Columns Within the Report Table

Click on the main data area within your report to select it.

 

Row and column information will appear in the Visualisations menu on the right.

Drag Column Values up and down the list to change the position of columns within your report.

5. Add Additional Information to the Report Table

To add additional columns of data to your Report, click on the main data area within your report to select it.

Then, drag and drop a Data field into the list of other column values, placing the field in the order you would like the column to appear in your report.

6. Update the Title of the Report

To change the title of your report, click anywhere on the heading. This will allow you to change the text, along with the formatting of the text.

 

7. Export Report Data

To export report data into a .csv file, hover over the top right of the report table. An orange menu will display.

Step 1 - Click on the ellipsis (three dots).

Step 2 - Then, click Export Data.