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Articles on:Customizing a Report
Customize reports by selecting data sources, applying filters, and customizing visualizations.

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  • Adding New Columns
    Discover how to add additional columns to your report to include more metrics or attributes for deeper analysis. Assisty provides the flexibility to add new columns to a report, allowing you to include additional metrics or attributes that are relevant to your analysis. By adding new columns, you can enrich the report with the specific data points you need. Follow the steps below to add new coPopular
  • Applying Filters
    Filters allow you to refine your report's data by selecting specific criteria that match your analysis needs. In our app, you can easily apply filters to your report by following the steps outlined below. Accessing the Filter Menu Locate the filter icon at the top left of the report. It is typically represented by a funnel or filter icon. Click on the filter icon to open the filter menu.Popular
  • Drill-Down Data
    Learn how to drill down into specific data points to view more detailed information and explore underlying data layers. Assisty's Drill-Down Data feature allows you to dive deeper into the analysis of specific data points within your reports. By utilizing this feature, you can zoom in on a particular row of data and explore it from various dimensions, gaining deeper insights and uncovering valuableFew readers
  • Changing the Time Range
    Learn how to adjust the time range of your report to focus on specific periods or compare different time periods. The time range in your report allows you to focus on specific periods or compare data across different time frames. In our app, you have the flexibility to choose a custom time range using a calendar or select from a range of predefined historical time ranges. This article will gFew readers
  • Full Screen Data Table
    The Full Screen Data Table feature in Assisty allows you to maximize the visibility and usability of the detailed data table within the report page. By expanding the data table to fill the entire report content space and fixing the header columns, you can easily scroll through and analyze a large amount of data without losing sight of the column labels. Follow the steps below to use the Full Screen Data Table feature: Locate the Data Table: Access the report page containing the detailed dataFew readers
  • Adding Parameters for a Report
    Learn how to incorporate parameters in your report to provide flexibility and interactivity, allowing users to customize their analysis. Assisty allows you to add parameters to your reports, providing a way to input specific values that tailor the calculations and results according to your specific requirements. By adding parameters, you can fine-tune your analysis and generate more accurate insiFew readers
  • Changing Visualization Types
    Explore the various visualization options available (metrics, line chart, bar chart, doughnut chart, pie chart) and learn how to switch between them to present your data in different formats. The visualization of your report plays a crucial role in understanding and analyzing the data. In our report page, you have the flexibility to change the visualization type from a metrics summaFew readers
  • Removing a Column
    Find out how to remove unnecessary columns from your report to declutter the view and focus on relevant information. Report Configuration Column Managing In Assisty, you have the ability to remove columns from a report that are not relevant to your analysis or that yFew readers
  • Saving the Report
    Understand how to save your customized report for future reference and easy access, ensuring your configurations and changes are preserved. When using our report page, you have the option to save a report by duplicating it. This feature allows you to create a customized version of an existing report, preserving its current configuration and settings. Follow the steps below to save a report: OFew readers
  • Changing the Comparison Period
    Explore how to modify the comparison period in your report to compare data against different time frames. Assisty allows you to easily compare your data with a historical time frame to gain insights into trends and patterns. The comparison period feature enables you to analyze your current selected time range in relation to a previous period, such as the previous week, month, or yearFew readers
  • Rearranging the Order of Columns
    Learn how to customize the order of columns in your report to present the data in a preferred sequence. Report Config Icon Change Columns Order In Assisty, you have the flexibility to customize the order of columns in a report according to your preferences. By rearrangFew readers
  • Interacting with the Data Table
    Discover how to interact with the data table to perform additional actions on each cell, such as sorting, filtering, and aggregating data for further analysis. The data table in your report provides detailed information about your metrics and attributes. In our report page, you can interact with the data table to perform additional actions and gain deeper insights. This article will guFew readers
  • Full Screen Table Mode
    Learn how to utilize the Full Screen Table Mode in Assisty to maximize the visibility of the detailed data table within your reports. Assisty offers a convenient Full Screen Table Mode that allows you to maximize the visibility of the detailed data table within a report. This mode is particularly useful when you want to view and interact with the data table with more columns, providing a largFew readers
  • Adding Pivot Columns
    Understand how to pivot your data by adding pivot columns to organize and summarize information in a different structure. Assisty provides the ability to add pivot columns to your reports, allowing you to analyze your data from multiple dimensions within a single view. With pivot columns, you can easily compare and analyze different aspects of your data side by side. Follow theFew readers
  • Modifying the Break-down Dimension
    Understand how to change the break-down dimension to analyze your data from different perspectives or levels of granularity. Assisty allows you to modify the break-down dimension of your reports, enabling you to view the same type of report from different perspectives. By changing the break-down dimension, you can gain valuable insights and explore your data in new ways. Follow the steps belFew readers
  • How to apply the pivot columns to check inventory per location in report stock on hand by product variant
    Step 1: Go to the report "Stock on hand by product variant" There are some ways to get the report "Stock on hand by product variant" in Assisty - AI Inventory Management: Using a build-in dashboard Go to the left menu and choose Inventory tracking Inventory On-hand Click on the title of card Stock on hand by Product Variant or View Details (https://storage.crisp.chat/users/Few readers

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