> For the complete documentation index, see [llms.txt](https://docs.ilsas.uniwa.gr/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.ilsas.uniwa.gr/urungi/english/urungi-user-manual/4.-reports.md).

# 4. Reports

### 4.1 Build a Report <a href="#h-41-build-a-report" id="h-41-build-a-report"></a>

To build a report, click on 'My Reports' then on 'Create a new report'.

<figure><img src="/files/3tWUx7GYTomvVWlsxWkz" alt=""><figcaption></figcaption></figure>

The report builder is displayed and you can build your report in a few clicks.

<figure><img src="/files/bnIGhDtJRe7jnkl2L5v1" alt=""><figcaption></figcaption></figure>

The areas to drag into depend on the type of report you want to make.

**Example:** list the first and last names of members according to their registration date

<figure><img src="/files/V5VesEtCW9LtaZ3dcvPM" alt=""><figcaption></figcaption></figure>

### 4.2 Using a Filter

Filters allow you to limit the data on which your reports are built. A filter can be fixed, chosen by the report creator or selected by the user when running the report.

By default filters are fixed.

When you drag a field into this space, a filter definition form appears. It allows you to define the criteria to be systematically applied to your report, or to activate the filter at runtime. If you enable this option, the end user will be able to/should set the filter at runtime.

<figure><img src="/files/z1lnrcrTHJeRqClL1a2c" alt=""><figcaption></figcaption></figure>

Clicking on the first button (funnel shaped) allows you to activate a filter at runtime.

<figure><img src="/files/60s9gsdSY9uVCK9fbYZm" alt="" width="375"><figcaption></figcaption></figure>

* If you want this filter to be activated each time the report is launched, you have to put a label on the filter ➊.
* If you want a value to be entered at the filter level then check the 'Answer required' box ➋.
* If you want to be able to query multiple values for the same filter then check the 'Allow multiple selection' box ➌.
* Click on 'Activate filter' to have the filter presented to the user when running the report ➍.

If you want to put multiple values for the same filter then the operator to choose will be 'is in'.

<figure><img src="/files/Y6wIilXpJ9SKL3S2IekC" alt=""><figcaption></figcaption></figure>

The list of operators proposed depends on the type of field selected (text, date, etc.).

![](/files/yazuKgiDx9hKrZD168PK) ![](/files/hjvmwI4sxu84rr9CLKjF)

The ‘pattern’ options allow to select values related to the current date (‘today’, ‘this week’, ‘last year’, etc.).

### 4.3 Redraw

The 'Redraw' button ➊ allows to launch the report and test it on a sample of 500 data by default ➋. It is possible to enlarge this sample by replacing 500 by the number of your choice.

<figure><img src="/files/HY4GOEu1ATmO0GVl9f4H" alt="" width="563"><figcaption></figcaption></figure>

### 4.4 Type of the Report: Table or Chart

From this series of pictograms you can choose the presentation of the results.

<figure><img src="/files/1BDbjKxvvQDaMhb1yFd2" alt=""><figcaption></figcaption></figure>

* ➊ Data sorted in columns (table)
* ➋ Data sorted in rows (table)
* ➌ Data classified in a pivot table; this is the equivalent of the pivot table in Excel or the dynamic table in LibreOffice Calc
* ➍ Data presented in a graph with curves
* ➎
* ➏ Data presented in a pie chart
* ➐ Returns a single value. Useful in a dashboard
* ➑ Gauge
* ➒

#### 4.4.1 Report in columns

<figure><img src="/files/SruwgsKM0f51yuyrjC9N" alt=""><figcaption></figcaption></figure>

#### 4.4.2 Pivot table

<figure><img src="/files/ASKs3QmbBjb65XPJnI8L" alt="" width="563"><figcaption></figcaption></figure>

<figure><img src="/files/gZMF3EieaivzOi7YWE9O" alt="" width="563"><figcaption></figcaption></figure>

<figure><img src="/files/qtthVg79DflSBKYp9KSZ" alt="" width="563"><figcaption></figcaption></figure>

#### 4.4.3 Chart

<figure><img src="/files/EoLLJxnbaBcK0teyFik8" alt=""><figcaption></figcaption></figure>

**The different types of charts**

Urungi offers the following chart types, accessible by clicking on the wheel of the metric field.

<figure><img src="/files/lnnSirK7HbsFdKFmdaxX" alt="" width="563"><figcaption></figcaption></figure>

#### 4.4.4 Diagramme

<figure><img src="/files/jH48celCWBcrJi96TouD" alt=""><figcaption></figcaption></figure>

#### 4.4.5 Single value and Gauge

These two report types return a single value and a gauge. They are only relevant when building a dashboard, to present different values with their context.

### 4.5 Save a Report

At the end of the report construction, you have the choice between 'Save as report' ➊ or 'Push it to a dashboard' ➋.

<figure><img src="/files/DrBuDjPPwEHGou9r61ZM" alt="" width="563"><figcaption></figcaption></figure>

#### 4.5.1 Save as a report

The 'Save as a report' option will save the report in the 'My reports' section.

<figure><img src="/files/iQLRHH1GpLwsTMATy6ZK" alt="" width="563"><figcaption></figcaption></figure>

#### 4.5.2 Add to a dashboard

After clicking on 'Push it in a Dashboard', you have the choice of sending the report to an existing dashboard or creating a new one.

<figure><img src="/files/eZgMyEuHeggX3VvxE1PX" alt=""><figcaption></figcaption></figure>

The report added to the dashboard is located after the other reports already added ➊. All that remains to be done is to modify its title ➋ and then insert it in a dashboard box ➌.

<figure><img src="/files/ZHKVm0dESKwxfRHUB2ZK" alt="" width="563"><figcaption></figcaption></figure>

If you want to remove a report from the dashboard, just use the pictogram (bin).

**Warning:** the modification of a report in a dashboard will not have any impact on an equivalent report located in 'My reports', the report is duplicated in the dashboard.

### 4.6 Share a Report

Then, it is possible to share your report via the pictogram (share-icon).

When sharing, 2 choices are possible:

* give access to the report via a public url ➊
* insert the report in the Urungi shared space ➋.

<figure><img src="/files/hxV04gQzYrChQLerB4md" alt="" width="563"><figcaption></figcaption></figure>

After sharing or publishing, a 'Shared' and/or 'Public' mention is displayed below the report title.

<figure><img src="/files/Sp7fEmblMRL0do1gJirk" alt="" width="563"><figcaption></figcaption></figure>

It is possible to undo the publication and/or sharing at any time by clicking again on the pictogram (share-icon).

**Warning:** Reports saved in the 'My reports' section are not synchronized with reports saved/imported in the dashboards. A report saved outside a dashboard will always remain as a report not linked to a dashboard. Subsequent import of the report into a dashboard will be a duplication of the report. So you can end up with two identical reports: one in the 'My reports' section and one in a dashboard.


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