Create, View, Manage Reports & Charts

This category contains topics on how to view reports and all other report options including sharing, scheduling, filtering data, applying dimensions, downloading, editing, sharing and creating reports.

Create & Publish Report
Apart from the standard reports that are available by default, EI allows you to create three types of custom reports. Normal Reports: General report that ...
Mon, 16 Sep, 2019 at 12:47 PM
Create Charts (Normal & Migration)
Library consists of all charts enabled for the organization. This include standard charts, which  are pre-configured, and custom charts, which are created b...
Fri, 13 Sep, 2019 at 9:02 PM
View Report
A report is a combination of charts that provides essential insights of a business based on KPIs and dimensions. A report consists of scorecards/chart card...
Mon, 23 Mar, 2020 at 5:28 PM
Date Range Filter & Comparison with Previous Period
Use the Date filter to filter data by a specific duration. You can see some predefined periods such as WTD (start of the week until the current date), MTD (...
Thu, 13 Jun, 2019 at 3:01 PM
Apply Filters in Report
Filters let you remove unwanted data from a report and focus on specific data that you intend to see. There are over 200 predefined filters grouped into var...
Sat, 15 Jun, 2019 at 8:20 AM
View Dimension Attribute Level Data in Charts
A dimension is an attribute by which you can split the data. Dimensions can be applied on a KPI and cannot stand alone. For example, you can see store wise ...
Mon, 27 May, 2019 at 2:59 PM
Edit, Download or Delete Report
Download Report To analyze a report offline, you can download a generated report to an Excel sheet. The downloaded report consists of the entire data of th...
Wed, 29 May, 2019 at 12:36 PM
Explore Chart (Explore Mode)
Chart Explore mode lets you focus on a specific chart and analyze the chart data from different perspectives. For example, you can filter down the chart dat...
Mon, 2 Mar, 2020 at 1:03 PM
Schedule Report
You can schedule a report to run on a daily, weekly or monthly basis; or on a fixed time. Reports will be sent to the selected recipients email ids as per t...
Thu, 13 Jun, 2019 at 2:49 PM
Target Setting & Tracking at KPI level
Target is a business objective that is set to a KPI for a specific time period with an aim to motivate staff to focus on the target and achieve the desired ...
Thu, 27 Jun, 2019 at 3:18 PM