Create and Run CrossTab Reports

Also known as pivot tables, CrossTab Reports display and summarize data in a way that expands dynamically both vertically and horizontally depending on the number of data groupings.

For more detailed information on creating CrossTab reports, click the Get HelpGet Help buttonbutton within the Report Designer.

To create and run a CrossTab report

  1. On the top navigation menu, click the Reports tab.
  2. Click the Add BI Report button and select CrossTab Reportsfrom the drop-down list.
    A New CrossTab Report tab is displayed.
  3. Complete the following steps in the CrossTab wizard to create the new CrossTab report:
    1. Name: Enter a name, select a folder and enter a description for the report.
    2. Categories: Select data objects to include on the report.
    3. Filters: Select the filter fields to include on the report.

      Click the Add Formula button to access the standard Formula Editor dialog box. For a list of functions and aggregate functions, please refer to the Reporting section and Formula section on the Exago Support Center website.

    4. Layout: Specify the layout for the report.
  4. Using the Cross Tab Data Designer, perform any of the following actions:
    • Drag and drop data fields to the Row Header Source pane to add rows. Click the Edit Header iconEdit Report Options icon to access the Header Options menu.
    • Drag and drop data fields to the Column Header Source pane to add columns. Click the Edit Header iconEdit Report Options icon to access the Header Options menu.
    • Click the Formula Editor iconBI Formula Editor icon to insert a formula into the row header or column header.
    • Drag and drop a data field to the Tabulation Data Source pane to specify the field used to collect data. Click the Edit Tabulation Data iconEdit Report Options icon to access the Tabulation Options menu.
  5. Optionally, choose a theme from the Theme drop-down list to quickly apply colors and fonts to the content.
  6. Optionally, click the Options icon Cross Tab Reports Options icon to choose report display and aggregation options.
  7. After making the desired changes click the Save button on the toolbar. The following fields are available on the Save Report dialog box:
    • Report Name: Add a name for the report. This is a required field.
    • Report Description: Add a description for the report.
    • Report Permissions: Specify users who can access the report. The following permission options are available:
      • This report is available only to me: Select this option to have the report be available only to you. The report will be saved in the My Personal Reports folder.
      • This report is available in the following folder and to all users: Select this option to have the report be available only to all users.
      • This report is available in the following folder and roles: Select the roles with access to the report from the All Roles field and add them to the Roles With Access field using the arrow buttons.
    • Folder: Select the folder to which the report is saved. This field will be displayed only when the This report is available to all users option or the This report is available to the following roles option is selected in the Report Permissions field.
  8. Click Okay to confirm your changes and save the report.
  9. To run the CrossTab report, click the Run button on the toolbar. The Report Viewer opens in a new tab.

    If you make any changes in the Report Designer, you will need to run the report again in a new Report Viewer tab.