You can create different types of custom reports. The reports are categorized based on the data that you use.
You can use the following report types:
•Reports based on master records. Use the master records that belong to a business entity as the report data.
•Reports based on record metadata. Use the metadata of master records as the report data.
To create meaningful custom reports, configure appropriate fields as reportable when you model a business entity. These fields appear as dimensions and measures when you create reports.
Dimensions are the fields that represent the qualitative or categorical values of a data set. For example, country or lifestyle segment. Measures are the fields that represent the quantitative values of a data set. For example, the average sales or profit count for a month.
You can also create custom reports based on master record fields that don’t contain any values.
Note: When you configure a custom report that can return more than 500 unique field values, you can view only the first 500 field values in the report table and chart.
For more information about configuring the fields in a business entity as reportable, see Configure search properties for a field in the Business 360 Console help.
Reports based on master records
Custom reports based on active master records use the business entity fields to display report data. You can use these reports to derive meaningful insights about the master records of a business entity. After you configure the report and apply the changes, the report data appears in the report table and the associated chart.
You can view the report table and chart on the report details page. Additionally, the report details page displays the configured dimensions and measures as search results on the Data Set panel. For more information about Data Set panel, see Data set in reports.
Note: Custom reports based on master records don't include data from deleted records.
You can also create custom reports based on master record fields that don’t contain any values.
Standard reports
Standard reports display report data based on the dimension and measures that you selected for the reports. When you configure a standard report and apply the changes, the report data appears instantly on the report table. These reports can use a single dimension and multiple measures.
Drill-down reports
Drill-down reports use multiple dimensions to provide additional levels of detail. You can add up to three levels of dimensions to the report data. The field values in the report data appear based on the dimension levels.
For example, you can create a drill-down report to view the number of employees according to their gender in an organization based on their country, state, and city. When you configure the report, you can add the Country field as the first level of dimension followed by State and City fields in the subsequent levels. You can add the Gender field as a measure. The report data displays the number of employees according to their gender at the country level. You can drill down into the country data to view the number of employees at the state level and drill down further to view the number of employees at the city level.
You can drill down to view additional levels of details in the report table and chart. These reports display report data instantly without the need to schedule and publish them. When you configure a drill-down report and apply the changes, the report data appears instantly in the report table.
Before you configure the dimensions and measures for a drill-down report, consider the following guidelines:
•When you select a root field as a dimension in the first level, you can select only root fields in the subsequent levels. For example, if you select Gender field as a dimension in the first level, you can select only root fields, such as Marital Status and Revenue, in the subsequent levels. You can't select any fields in the field groups as dimensions in the second and third levels. Additionally, you can select only root fields in the measures list.
•When you select fields from the same field group as dimensions in all three levels, you can select root fields and fields within the selected field group as measures. For example, if you select Country, State, and City fields within the Postal Address field group as dimensions in all three levels, you can select root fields and fields within the Postal Address field group as measures.
•When you select fields from different field groups as dimensions in the first and second levels, you can't select the same field groups as dimensions in the third level. For example, if you select the Country field within Postal Address field group as a dimension in the first level and the Qualification field within the Education field group as a dimension in the second level, you can't select the fields in the Postal Address and Education field groups in the third level. You can select only the root fields in the third level. Additionally, you can select only root fields in the measures list.
Reports based on record metadata
To create custom reports based on record metadata, you can use the metadata of master records, such as the validation statuses of records or the merge history of source records. You can use these reports to understand the metadata associated with master records.
Records with validation errors
Custom reports that are based on records with validation errors display the validation statuses of master records in a business entity. For example, you can configure a report to view the number of records based on the types of validation errors. After you configure the report and apply the changes, the report data appears in the report table and the associated chart.
You can view the report table and chart on the report details page. Additionally, the report details page displays the configured dimensions and measures as search results on the Data Set panel. For more information about Data Set panel, see Data set in reports.
Merge history activity
The merge history activity reports contain information about source records that are merged to form master records. You can use the merge history activity reports to understand the number of records that are merged by the match process and users. You can also view the number of records that were merged with and without approval process and the number of records that weren't merged.
Note: You must review and upgrade the business applications to the latest version in Business 360 Console to create merge history activity reports.