Creating A New Report

Create a New Report

You can create and customize Reports to answer data problems. They can be organized into Folders or added to Dashboards.

Only users with the Creator user type may create new Reports for their organization.

You can create and customize Reports to answer data problems. They can be organized into Folders or added to Dashboards. You may either create a new Report from scratch or copy an existing Report and modify it as needed.

Watch this video for a walkthrough of how to copy and modify an existing report, which is the easiest way to create a Report in Emburse Analytics.

Copy an Existing Report

Copy an existing report to use it as a starting point and update it for your needs.

  1. Select the report you want to copy.

  2. Report detail page showing the selected report.

  3. Select Copy.

  4. Copy button in the upper right corner of the report page.

  5. Select the destination folder, then select Copy Here.

  6. Folder selection window with Copy Here button.

You are redirected to the folder where the new report copy is saved. After you create a copy, you can configure the report to meet your requirements.

Create a Report From Scratch

Create a new report when you want to build an analysis without using an existing report as a starting point.

  1. From the Emburse Analytics homepage, select All, then select either the Personal or Organization folder.

  2. Homepage showing All, Personal, and Organization folders.

  3. Select +Create.

  4. Create button in the upper right corner of the homepage.

  5. Select Look.

  6. Create menu with Look option selected.

  7. Select the data you want to include. Each Explore contains a specific set of fields used to build a report. Each Emburse brand has its own set of Explores. Learn more about available data in Emburse Analytics data documentation.

  8. Explore selection screen showing available data fields.

After you create a new report, you can configure the report to meet your requirements.

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