reports - how to manage the executed reports dashboard

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How to Filter Data

Filtering allows users to narrow down the dataset to display only records that meet specific conditions.

To filter data directly from the table, follow these steps:

  1. After accessing Neostella, click the grid icon, select the Cases workspace, navigate to Reports.
  2. In the EXECUTIONS list locate the Report to display and click its name. The Report Dashboard is displayed.
  3. Then click the filter icon in the toolbar or use the column ellipsis icon and click the Filter option.
  4. Select the desired Column.
  5. Choose an Operator.
  6. Enter the Value.
  7. (Optional) Click +ADD FILTER to configure more filters, as outlined in steps 4-6. The filtered results are displayed instantly. 

To remove all applied filters click REMOVE ALL.

21 STEPS

1. To filter data directly from the Report results, after accessing Neostella, click the grid icon, select the Cases workspace,

2. And navigate to Reports.

3. In the EXECUTIONS list locate the Report to display and click its name.

4. The Report Dashboard is displayed.
Then click the filter con in the toolbar.

5. OR use the column ellipsis icon

6. And click the Filter option.

7. Then select the desired Column.

8. Click Name.

9. Then choose an Operator.

10. In this case click Contains.

11. And now enter the Value.

12. (Optional) Click the +ADD FILTER button to configure more filters, as outlined in previous steps. The filtered results are displayed instantly.

13. Again, for this filter block select the desired Column.

14. In this case select stage.

15. Then choose an Operator.

16. Click on Equals.

17. And enter a Value.

18. Results in the dashboard are displayed according to the applied filters, allowing users to narrow down the dataset and display only records that meet specific conditions.

19. To remove applied filters, click the Filters option.

20. And then click REMOVE ALL.

21. That's it. You're done.

https://www.iorad.com/player/2685818/Cases---Reports---Executions---How-to-Filter-Data?iframeHash=watchsteps-1&lang=en



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How to Search Information in the Dashboard Interface


Search helps quickly locate records by matching keywords across the displayed data.

To search for data directly , follow these steps:

  1. Locate the Search icon above the table.
  2. Type the desired keyword. The filtered results are displayed instantly. 

To remove the search, click the X icon next to the entered text.

4 STEPS

1. Search helps quickly locate records by matching keywords across the displayed data. To search for data directly, locate the Search icon above the table.

2. Type the desired keyword.

3. The filtered results are displayed instantly.

4. That's it. You're done.

https://www.iorad.com/player/2686196/Cases---Reports---Executions---How-to-Search-Information-in-the-Dashboard-Interface?iframeHash=watchsteps-1&lang=en



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How to Sort Data

Sorting organizes column values in ascending or descending order. To sort data in the Data Table, follow these steps:

  1. Click the ellipsis icon next to a column.
  2. Select Sort by ASC or Sort by DESC.

5 STEPS

1. Sorting organizes column values in ascending or descending order. To sort data in the Data Table, click the ellipsis icon next to a column.

2. Select Sort by DESC.

3. Now. let's organize column values in ascending order.

4. Click Sort by ASC.

5. That's it. You're done.

https://www.iorad.com/player/2685892/IORAD-Cases---Reports---Executions---How-to-sort-data?iframeHash=watchsteps-1&lang=en



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How to Group Data

Grouping allows you to consolidate records based on a selected column value. To group data in the Data Table, follow these steps:

  1. Click the ellipsis icon next to a column.
  2. Select Group by [Column Name].
  3. Click the chevron icon to expand grouped rows and view details.

To remove the grouping setup, click the ellipsis icon next to the grouped column and select Stop Grouping by [Column Name].

9 STEPS

1. Grouping allows you to consolidate records based on a selected column value.
To group data in the Data Table, click the ellipsis icon next to a column.

2. Then select Group by [Column Name].

3. The data is grouped in the dashboard.

4. Click the chevron icon to expand grouped rows and view details.

5. Click again to collapse the grouped data.

6. To remove the grouping setup, click the ellipsis icon next to the grouped column.

7. And select Stop Grouping by [Column Name].

8. The data is ungrouped.

9. That's it. You're done.

https://www.iorad.com/player/2685903/Cases---Reports---Executions---How-to-Group-Data?iframeHash=watchsteps-1&lang=en



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How to Use Pivot

The Pivot feature allows you to reorganize your dashboard data so you can see summaries instead of long lists of case records. Instead of reviewing one case per row, you can group and compare information in a more structured way, without changing the original data.

Pivoting works by rotating the data. Imagine you have a report with columns such as Case Type, Stage, and Claim Amount. In the default view, each case appears as a separate row. This can make it difficult to quickly identify trends or totals. 

With Pivot, you can reorganize that same data.  For example, you could place Case Type as rows, Stage as columns, and calculate the total Claim Amount or the number of cases as values. The result is a summary table showing how many cases (or how much value) exist for each stage within each case type. 

To pivot data in the Data Table, follow these steps: 

  1. In the table controls, click the Pivot icon . The Pivot Side Panel is displayed.
  2. Locate the Pivot toggle switch and enable it. The columns are listed in the panel.
  3. Drag the desired column and drop it into the Rows section, or click the plus icon  and select Add to Rows to place it there. This groups the data vertically.
  4. Drag the desired column and drop it into the Columns section, or click the plus icon  and select Add to Columns to place it there. This creates dynamic headers.
  5. Drag the desired column and drop it into the Values section, or click the plus icon  and select Add to Values to place it there. This calculates totals. 
  • For each numeric column, select the desired aggregation function (calculation type).
  • For non-numeric options the only aggregation function is Size.
  1. To manage the columns in these sections, click the ellipsis icon and select the desired options.

Available aggregation functions and options in the ellipsis icon are detailed in the Available Options article.

12 STEPS

1. To pivot data in the Data Table, follow these steps: In the table controls, click the Pivot icon.

2. The Pivot Side Panel is displayed. Locate the Pivot toggle switch and enable it. The columns are listed in the panel.

3. Locate the case_status column and click the plus icon.

4. And then select Add to Columns to place it there.
This creates dynamic headers.
You can also drag and drop the column into that section.

5. Next, locate the stage column and click the plus icon.

6. And then select Add to Rows to place it there.
This groups the data vertically.
You can also drag and drop the column into that section.

7. And now locate the case_number column and click the plus icon.

8. And then select Add to Values to place it there.
This calculates totals.
You can also drag and drop the column into that section.

9. Now, for the case_number column, click the sum option to select the desired aggregation function or calculation type.

10. In this case, select Size to count the number of records.

11. The table is now pivoted and shows the number of cases by Stage and Case Status.

12. That's it. You're done.

https://www.iorad.com/player/2686302/Cases---Reports---Executions---How-to-Use-Pivot?iframeHash=watchsteps-1&lang=en



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How to Change the Chart Type

Changing the chart type alters how data is visually represented. To change the chart type Data Visualization, follow these steps:

  1. In the  Charts Side Panel, select the CHART tab and click the desired chart type (Column, Bar, Line, Area, or Pie). If the Charts Side Panel is not displayed,  click the Chart icon. 
  2. The chart in the Data Visualization section is dynamically updated according to the selection.

For more information about available Chart Types please read: Dynamic Side Panel (Chart and Pivot). 

11 STEPS

1. Changing the chart type alters how data is visually represented. To change the chart type, follow these steps:
In the Charts Side Panel, select the CHART tab.

2. And then, click the desired chart type. In this case, the default chart is Column.

3. Now click Bar.

4. The Bar chart is automatically displayed.

5. Then, select the Line chart.

6. The Line chart is displayed.

7. Now, select the Area chart type.

8. The Area chart is dynamically updated.

9. And now select Pie.

10. The Pie chart is displayed.

11. That's it. You're done.

https://www.iorad.com/player/2686339/Cases----Reports---Executions---How-to-Change-the-Chart-Type?iframeHash=watchsteps-1&lang=en



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How to Configure the Chart Structure

Configuring fields defines how the chart groups and measures data. To configure the chart structure follow these steps: 

  1. In the  Charts Side Panel, select the FIELDS tab. If the Charts Side Panel is not displayed, click the Chart icon. The columns are listed in the panel.
  2. Drag the desired column and drop it into the Categories section, or click the plus icon  and select Add to Categories to place it there. This groups the data vertically.
  3. Drag the desired column and drop it into the Series section, or click the plus icon  and select Add to Series to place it there. This creates dynamic headers. 
  • For each numeric column, click the label next to the columns name , and select the desired aggregation function (calculation type). 
  • For non-numeric options the only aggregation function is Size.
  1. To manage the columns in these sections, click the ellipsis icon and select the desired options.

Available aggregation functions and options in the ellipsis icon are detailed in the Available Options article.  

6 STEPS

1. In the Charts Side Panel, select the FIELDS tab. If the Charts Side Panel is not displayed, click the Chart icon.

2. The columns are listed in the panel.
Locate a column, in this case the stage column and click the plus icon.

3. And then select Add to Categories to place it there.
The selected field groups the data in the chart (for example, the X-axis categories or pie segments).
You can also drag and drop the column into that section.

4. Next, locate another column, in this case the Count column and click the plus icon.

5. And then select Add to Series to place it there.
The selected field calculates and displays the values for each group (for example, bar height, line values, or pie proportions).
You can also drag and drop the column into that section.

6. That's it. You're done.

https://www.iorad.com/player/2690899/Cases----Reports---Executions----How-to-Configure-Chart-Structure?iframeHash=watchsteps-1&lang=en



Next step

 

Available Options

 Available aggregation functions are:

  • Sum: Calculates the total of all values in the selected column.
  • Avg (Average): Calculates the mean value (total divided by the number of records).
  • Min (Minimum): Returns the smallest value in the selected column.
  • Max (Maximum): Returns the largest value in the selected column.
  • Size (Count): Returns the total number of records (rows), regardless of the numeric value.

Available options in the ellipsis iconare:

  • Move up / Move down: Rearranges the column one position higher or lower within the same section.
  • Move to top / Move to bottom: Moves the selected column directly to the first or last position in the section.
  • Rows / Columns / Values: Moves the column to the selected Pivot section.

  • Remove: Removes the column from the current section.

How to Customize Chart Appearance

Customization allows you to adjust the chart’s layout and visual presentation without changing the underlying data. This helps you improve readability and tailor the chart for analysis or reporting. 


 To configure the chart appearance follow these steps:

  1. In the Charts Side Panel, select the CUSTOMIZE tab. If the Charts Side Panel is not displayed, click the Chart icon. The columns are listed in the panel.
  2. Modify settings such as colors, labels, axes, or legend.
  3. Adjust desired options in the Columns, Chart, Access, Tooltip, Legend as needed. 

For more information about available customization options in the Chart Side Panel, please read: Dynamic Side Panel.

28 STEPS

1. To configure the chart appearance, in the Charts Side Panel, select the CUSTOMIZE tab. If the Charts Side Panel is not displayed, click the Chart icon. The columns are listed in the panel.

2. Modify the Border radius.

3. Change the Color Palette.

4. In this case, select Mango Fusion.

5. Now enter the Category gap ratio.

6. Then change the Series gap ratio.

7. Enable or disable the Stacked switch.

8. Now, configure the Column labels.

9. And select the desired option.

10. Scroll down and click Chart.

11. Enable or disable the Show toolbar toggle.

12. Then, change the Height.

13. Now, select one of the Grid options.

14. Available options are Horizontal, Vertical and Both.

15. Now click the Axes section to expand the available options.

16. Enter the Categories axis label.

17. And then, enter the Series axis label.

18. Now select the X axis position.

19. And then, enter the Y axis position.

20. Now, select the Tick placement.

21. And now select the Tick label placement.

22. Scroll down and click Tooltip to expand this section.

23. Now, select the Placement.

24. Select the Trigger.

25. Let's expand the Legend section.

26. Then select the position.

27. And select the Direction.

28. That's it. You're done.

https://www.iorad.com/player/2686659/Cases----Reports---Executions----How-to-Customize-Chart-Appearance?iframeHash=watchsteps-1&lang=en



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How to Export the Report

Exporting lets you download the data you’re currently viewing so you can save it or use it in another program. To export the report as is displayed  in the currently filter and setup, follow these steps:

  1. Click Export.
  2. Choose CSV, Excel, or Print.
  3. Download the file.

5 STEPS

1. Exporting lets you download the data you’re currently viewing so you can save it or use it in another program.

To export the data as is displayed in the currently filter and setup, click Export.

2. To print the report, select Print.

3. To download the report in CSV format, click Download as CSV

4. And to download the report in Excel format, click Download as Excel.

5. That's it. You're done.

https://www.iorad.com/player/2686717/Cases----Reports---Executions----How-to-Export-the-Report?iframeHash=watchsteps-1&lang=en



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Frequently Asked Questions

 

Why don’t I see my Report in the EXECUTIONS tab?

The EXECUTIONS tab only shows Reports that you have run. If you don’t see it, make sure the Report was executed successfully in the REPORTS tab.

 

Why is my chart not displaying?

Charts are automatically disabled if the result contains more than 5,000 rows to prevent performance issues. The full data is still available in the Data Table.

 

Why does my Pie chart look cluttered or unreadable?

Pie charts work best with a small number of categories. If there are too many unique values, switch to a Column or Bar chart, or apply filters to reduce categories.

 

If I change or apply filters in the table, does it modify the Report results?

No. Filters applied directly in the table only affect how the data is displayed at that moment. They do not modify the Report results. Once you remove or clear the filters, the Report displays its results.

 

What happens if I delete an executed Report?

Only that specific execution is removed. The Report template remains available in the REPORTS tab.
 

Deletion cannot be undone.

 

 Why are some columns missing in the Data Table?

The table only displays the columns that were selected when the Report was built. If a field was not included in the template, it will not appear here.

 

Why is my Pivot not showing expected totals?

Make sure:

  • The correct field is placed in Values.
  • The correct aggregation function (Sum, Count, Avg, etc.) is selected.
  • The Pivot toggle is enabled.

 

Why can’t I see the Chart or Pivot panel?

Click the Chart or Pivot icon in the toolbar to display the Dynamic Side Panel.

 

Does Export include my filters and pivot setup?

Yes. The export reflects the data as it is currently displayed, including applied filters and pivot configuration.

 

 Why are my numbers different from what I expected?

Check:

  • Applied filters
  • Grouping settings
  • Aggregation type (Sum vs Count vs Size)
  • Pivot configuration

Small configuration changes can affect totals.