Configuring a Report (Look)

Note: Only users with Creator permissions may configure Looks.

Looks are customizable analytics reports that answer data problems. They can be organized into Folders or added to Dashboards. 

Once you've created your Look, you are able to configure the data fields, filters, and how the data appears to Viewers using the tools described below.

Data Selection

Choose which data fields will appear on the Look from the Expense Lines field selector.

The data fields you select will appear as columns under the Data section of the Look.

To remove data fields from a Look, click the Gear icon next to the column header and select Remove from the drop-down menu.

Field Selector

Select data to add to a Look using the provided list of data fields, or create custom data fields and filters using the Expense Lines field selector.

1. Field Types

The field selector contains two types of data fields: Dimensions and Measures. Select the fields you want to add to the Data section of the Look. At least one Dimension field and one Measure field are required to run a Look.

2. Custom Fields

You may create your own custom fields and table calculations by clicking +Add.

3. Other Actions

There are four icons next to data fields in the Field Picker that offer additional actions:

• Pivot Icon: Moves the data field horizontally in the Data section of the Look. Each Value in that field becomes a column. This icon is only available for Dimension fields.

• Filter Icon: Add customizable data filtering options to the Filter section of the Look.

• Information Icon: Displays more detail about the field, like data type and field name.

• Three Dot Icon: Quickly create custom fields based on a field's type.

Visualization

Open the Visualization section to select how the Look will appear to Viewers.

Clicking the icons in the header of the Visualization section changes the type of graph that appears.

Filters

After adding a filter to a Look, you may further customize filtering options using the drop-down menus that appear in the Filter section.

See Saving a Look for further information.