Building and Editing Advanced Reports

Accessing Explore Mode 

To build or edit a report: 

1. 1. Go to Platform > Advanced Reports. 
   2. Open an existing report or select one from the folder icon in the bottom-left corner. 
   3. In the bottom-right corner, toggle on Explore to enter edit mode. 

Once in Explore mode, the editor panel will appear on the right side of the screen.  

Starting a New Report 

To build a new report: 

1. 1. In Explore mode, select Add Element. 
   2. Choose Table as your element type. 
   3. Select a data source from a Workspace — this will typically be tied to one or more Accelerate capabilities (e.g., Incidents, Actions, MOC). 

The table will appear with a default set of columns. You can now add, group, and manipulate data directly from the panel.  

Adding and Managing Columns 

You can customize your table by adding columns in three ways: 

Add Columns from the Data Source 

1. 1. In the Columns section of the editor panel, select Add Column > Add source columns. 
   2. Select the checkboxes for any additional fields you’d like to include. 

Add Calculated Columns 

1. 1. Select Add Column > Add new column. 
   2. Use the formula bar to define your calculation using functions (e.g., If, DateDiff, Coalesce). 
   3. Press Enter or select the ✔ to apply. 

Rename or Format Columns 

• • Double-click a column name to rename. 
  • Right-click a column to format, hide, freeze, or apply filters.  

Grouping Columns 

To group records by shared values: 

1. 1. In the Groupings section of the editor panel, select Add grouping. 
   2. Choose the column to group by (e.g., Department, Status, Location). 
   3. Your table will now display collapsible group rows. 

Add Group-Level Calculations 

1. 1. Under Calculations, select Add calculation. 
   2. Choose a column and aggregation (e.g., Count, CountDistinct, Average). 
   3. You can rename calculated columns to reflect the metric (e.g., “Open Actions”). 

Grouped tables allow you to collapse rows, view subtotals, and apply filters or sorts to each level.  

Filtering the Table 

To narrow down your results: 

• • Column Filter: Right-click a column and select Filter to apply specific values or ranges. 
  • Filters & Controls Panel (top-right): Use the funnel icon to search, toggle, or filter multiple fields at once. 

Filters apply instantly and can be layered across columns.  

Sorting the Table 

To sort data: 

• • Click the caret icon (▾) in a column header. 
  • Choose Sort Ascending or Sort Descending. 
  • Multiple columns can be sorted at once for multi-level ordering.  

Summarizing the Data 

To display summaries (totals, counts, averages): 

1. 1. Select the table on the canvas. 
   2. Choose Show Summaries (via the context menu or table settings). 
   3. Select Add Summary and choose: 
      • A formula (e.g., custom total or average) 
      • A quick stat (like row count or max value) 

Summaries appear at the bottom of the table or within each group.  

Formatting the Table 

Use the Format tab to customize how your table looks and feels. This includes layout, colors, font styles, and table behavior. 

Element Style 

• • Padding: Adds space around the table element. 
  • Background Color: Apply a background color to the table. 
  • Border & Corner: Customize table borders and choose between squared or rounded corners. 

Title and Description 

• • Toggle the title on or off and update its name. 
  • Adjust font size, bolding, and alignment. 
  • Optionally add a description and select how it displays (tooltip, subtitle, or inline). 

Table Components 

• • Show table: Toggles visibility of the main data table. 
  • Show collapsed columns: Enables toggling of grouped column visibility. 
  • Show summary bar: Displays bottom summary row if applicable. 

Table Style 

• • Preset: Select a visual style (e.g., Spreadsheet layout). 
  • Cell spacing: Adjust spacing (extra small to large). 
  • Grid lines: Show none, horizontal, vertical, or full grid. 
  • Banding: Optionally enable alternating row shading for readability. 

Header and Cell Styling 

• • Customize font, size, alignment, bold, underline, divider color, and more. 
  • Set different styles for header rows and data cells independently.  

Saving the Report 

When you’re ready: 

• • Select Save to overwrite the current report 
  • Or select Save As in the bottom-right corner to create a new version 

Saved reports will appear in My Documents, Recent, or any folder you select. 

Quick Reference