Create a target performance report summary of your data

Step 1: To create the “Target performance report”, click “Dashboards”.

Step 2: Select the “Analysis” option to view all the reports.

Step 3:  Select the “target performance report” from the analysis option.

Note:  You can see the default report in your work area. Drag it to wherever you want it to be placed. Also, you can resize it by dragging the bottom right corner.

Step 4: Click “Edit” menu on the report header to edit your report’s data, appearance and social settings.

Step 5: To link the data to the report, select the desired file from the left file tree.

Step 6:  In “Settings” click the reporting properties you want to analyse in your report. The properties include:

  • Target value:
  1. Condition: the value should be greater or less or equal to the set target value.
  • Metrics:
  1. Number: number of the values.
  2. Percentage: percentage of the values.
  3. Duration: duration of the values.
  • Reporting options:
  1. Total: the total number of values.
  2. Average: average of the values.
  3. Average per year: average of the values per year.

Step 7: After selecting the properties, format your report with “Formatting tab” which allows:

  • Title-font: the title font size, type and colour.
  • Title-background: the title background colour.
  • Header font: the header font size, type and colour.
  • Body font: the body font size, type and colour.
  • Alignment: alignment of the text.

Edit the settings of your visualisation for sharing on social media

To edit the information that will accompany the report when sharing on social media (Facebook, Twitter, etc.), select the ‘Social’ tab.

Share your report

Share your dashboard with reports or a specific report using “Share” tab under “Dashboards”.