reports - overview

Overview

Reports allows you to create tables with information based on the data stored in Neostella. They are created with the information available on your tenant.

With this tool, you can search, filter and display data by adding columns to a table. Reports can be exported and downloaded  in CSV or EXCEL formats.

How to Create a Report

Each Report you create serves a different purpose, so the information you need may vary depending on what you want to review or analyze.

When creating a Report, use the Search field to narrow your data, then add Filters and Columns to organize and display information relevant to your needs.

The following examples demonstrate different ways to use these different elements to create reports based on specific needs:

Example 1:

For the following example, we will build a Report for Projects, this will display information about the Stage of a Project, the timeline and the related people to each case stored in the tenant.

1. Navigate to Cases.
2. Select Reports.
3. Click +NEW REPORT.
4. In the Search in field, look for Projects. The Report Preview will be updated.
5. In the Filters section, click on +. This will display a search bar with a variety of fields to select.
6. Select Stage. This will open an Operator selector.
7. Select the Does not equal option.
8. Add Closed to the Value.
9. Click on the check button () to add the filter. The Report preview will be updated. 

*Reference image of the Report builder with the Filter editor showing the configuration.

10. To add another filter, click on +. You can filter these fields as needed.
11. Look for Stage and select it. This will open an Operator selector.
12. Select the Does not equal option
13. Add Rejected to the Value.
14. Click on the check icon to add the Filter. Now, the preview will only display Projects whose Stage is neither Rejected nor Closed.

*Reference image of the Report builder with the Report preview section displaying the applied filters.

15. Let's add more data to the Report by adding fields. Click +COLUMNS. This will display two tabs, one for all the Fields and another for Objects.
16. Search for: Type. and add it by clicking the select box.
17. Repeat the process with: Stage Date.
18. Then, search and add: Client Name. You can also add the Attorney Name.
19.  Finally, add the Case Manager Name and the Paralegal Name.

*Reference image of the Report builder with the COLUMNS menu showing the selected fields.

19. Once the table is configured. Click on RUN REPORT. 
20. Add an Execution Name. 

You can toggle the Save Report option to keep it on the Reports List. There is also an option to pin the report as a Favorite at the top of the list.

21.  Click RUN. This will execute the Report.

*Reference image of the Run Report modal displaying the different options.

22. Once the Report is executed successfully, select the format (CSV or EXCEL). Then, click on Export to download it. 

23. This Report configuration can be saved to use later for another execution. To do it, click on the Save Report toggle.

*Reference image of the Export Report modal displaying the different options.

24. Click on SEE EXECUTION. A table with all the data reported after the configuration will be displayed.

To filter it, click on the columns header. There is also an option to add a visual support component after clicking ADD CHART.

*Reference image of the Executed Report displaying the results of the search.

Example 2:

For the next example, we will create a Report about Negotiations in the last two years and add relevant information:

1. Navigate to Cases.
2. Select Reports.
3. Click +NEW REPORT.
4. In the Search in field, select Projects. The Report Preview will be updated.
5. In the Filter section, click on +. This will display a search bar with a variety of fields to select.
6. Type on the search bar: Negotiations. This will bring all the related fields to the object.

7. Select: Date to display the operator selector.
8. On the Operator select: In the last…
9. In the Value field add: 2.
10. Then, in the Unit field and select Years.
11. Click on the check button () to add the filter. The Report preview will be updated. 

*Reference image of the Report Preview after the Filter configuration has been updated.

12. To add some columns, click on +COLUMNS.
13. On the search bar type: Stage and select it. 

Now, let's look for information about the Negotiations to add columns.

14. Type Negotiations:date in the search bar.
15. Select Date.
16. To add a field focused on Offers, type Negotiations:Offer and add the Offer/Demand/Settled field.

17. Look for the Amount field in the Negotiation fields and add it.

*Reference image COLUMNS menu displaying the Negotiations object with the selected related fields.

Now, let's search for the To/From field.

18. Type Negotiations:To. The system will display the related fields of: To/From.
19. The To/From… object contains a Field called Name. Select it to add it to the filter.
20. Click on RUN REPORT.
21.  Add a Name for the execution and Click on RUN. This will execute the Report.
22.  An Export Report modal will popup, click on SEE EXECUTIONS. 

Neostella will display a table with all the data reported. You can sort the information by clicking on the columns header.

*Reference image of the Executed Report displaying the results of the search.

Example 3:

For the example below, we will create a Report about Settlement amounts by each Attorney and use the SUMMARIZE button.

1. Navigate to Cases.
2. Select Reports.
3. Click +NEW REPORT.
4. In the Search in field, select Projects. The Report Preview will be updated.
5. Click COLUMNS and select the BY OBJECT tab.
6. Search for Attorney and select the Name field inside the Object.

*Reference image of the BY OBJECTS tab in the COLUMNS menu displaying the selected field and the belonging object breadcrumb.

7. Now, type: Settlement amount and select it.

The Reports preview shows a list with all the Projects Name, their respective Attorney Name and the Amount Settlement.

*Reference image Report Preview displaying the fields added in the COLUMNS selection menu.

We want to add up the amount of cases assigned to each Attorney. Also, we want to know what the biggest Settlement is. To do this:

8. Click the SUMMARIZE button. This will open the Group and Combine drawer.
9. In the Group by section, select Attorney > Name.

*Reference image of the Group and Summarize menu displaying the Group by section displaying the Attorney > Name Column selected..

10. On the Summarize section, click on +MEASURE. Measure 1 configuration will be displayed.

11. On the Column field, select the Settlement Amount.
12. For the Operations field select Sum.

13. Click again on + MEASURE. Measure 2 configuration will be displayed.

14. On the Column field, select the Settlement Amount.
15. And for the Operations field select Maximum.
     
16. Click one last time on + MEASURE. Measure 3 configuration will be displayed.
     
17. On the Column field, select the name.
18. For the Operations field select Count Distinct.

*Reference image of the Group and Summarize menu showing the Summarize section with Measure 1, 2 and 3 configured.

19. Click on the UPDATE button.

The Report Preview must display the Attorney Name, the Settlement Amount Sum, the Maximum Settlement Amount and the Amount of Cases.

You can display the details of each group by toggling the Expand Details option.

*Reference image of the Report Preview displaying the Groups and Summaries configured.

*Reference image of the Report Preview displaying the Groups and Summaries configured with expanded details.

In case the previewed data is not accurate or needs additional changes, you can Filter the summarized results. 

For example, we only want to display those attorneys that have more than ten cases. To do this:

20. Click on the Filter summarized results toggle. An additional section will popup.
21.  On the Measure field, select Count Distinct (name). 
22.  On the Operator, select Greater than.
23. On Value add the number 10.

*Reference image of the Group and Summarize menu showing the Filter summarized results option configured.

24. Click on the UPDATE button.The Report Preview must display the changes applied.

*Reference image of the Group and Summarize menu showing the Summarize section with Measure 1, 2 and 3 configured.

Features & Definitions

Reports Section:

This is the main section to manage the saved Reports, these are the elements included on it:

• List of Reports: Here you can see all the reports saved.
• New Report Button: Click this button to create a new Report.
• Execution Tab: List of executions.

*Reference image of the Reports Section.

Report builder:

When you start creating a new Report, the builder will be displayed. This section includes the following elements:

• Search in: This search bar allows you to choose the main data source for the report.

• Filters: Add filters to define the criteria that Objects must meet to be displayed in the Report. 
   
• Report Preview: Allows users to generate and review report results based on the current configuration. Click Preview to display the results. 

When you modify Filters, Columns, or other Report settings, the system displays a Preview is outdated message, indicating that the results do not reflect the latest changes.

You can continue configuring the report without refreshing the results after each modification. Once the configuration is ready, click Preview again to update the results with the latest settings.

*Reference GIF of the Search In and Filter being configured and the Report Preview being updated.

• + COLUMNS
  
  You can add Columns to complement the displayed information. This button will display a menu with a search field and a list with all the available fields to add as Columns.

  There are two tabs, one for all the fields, another to display by objects.

   

  • ALL FIELDS: Here you can search any field by typing the object's name, then adding : followed by the field's name. This way you can narrow your search and make sure the added field belongs to the object.

*Reference GIF of the COLUMNS menu search bar being used to display the Fields related to an object using :.

• BY OBJECT: Here you can see all the objects related to the main context defined in the search field. You can navigate and add the fields by clicking the checkbox.This way you can see if the field added belongs to the Object.

*Reference GIF of the COLUMNS menu search bar being used to display the fields inside a Selected object.

• ∑ SUMMARIZE
  
  This button allows you to group data by selected columns and apply operations to summarize the results.

  Select the columns to group and configure one or more measures, assigning a specific operator to each one.

  Click Update to apply your configuration and refresh the Report Preview, or Hide to temporarily disable the grouping and return to the preview.
   

*Reference image of the Group and Summarize modal, with the Group By and Summarize configured and ready to update.

Executed Report:

Executions show a Report that has been run, here you can add Charts  and Edit the content of the Report.

*Reference image of an executed Report.

ADD CHART Option:

There is an option to add a chart to the report. Just click the button to add it and start to configure the display.

*Reference GIF of a Report with a Chart being added, displaying the different types of charts available.

FAQS

What's the difference between a Report and an Execution?

• A Report is the way you configure the data inside Neostella to display it. Using the different elements like filters and columns. 
• An Execution is the result of a Report that has been runned in a determined date and time. 

What does the symbol next to the object mean?

• Objects can be identified with the icon .

They store the fields. You can determine the fields belonging to an object by checking the hierarchy displayed in the COLUMNS menu.

• Related Object can be identified with the icon: .

They are the ones related to the selected object in the Search in field. 

*Reference image the COLUMNS MENU, displaying the BY OBJECTS tab, here users can see the selected object for the Report (Projects) and the related objects.

What are the available Operators?

Depending on the Field Type selected, these are the available Operators the user can configure:

• Add-Chart-Button-Example.gif4 MB