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Common Controls for Reports

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The Insights menu and Standard Reports or Report Overview sub-menu are only visible if you have the correct permissions to access reports.

Common Filters​

Every report includes numerous filters that let you select different options and combinations to analyze data. As you select options in one filter, subsequent filters update to show only the options relevant to your previous selection.

You can narrow down results using the filters. Most dropdown filters allow you to select multiple values or select All, then click Apply. Some filters let you search for a value by typing in the filter Search box.

The most common filters available in many reports are shown and numbered in the screenshot below. Each report may have additional filters, which are covered in the individual report topics. Note that some reports may use different names for similar controls depending on the report type.

  1. Date: Lets you analyze results within a specified time range. Click the beginning or end date to open the calendar and select a date, or click and drag the slider to change the range. This filter has higher priority than other date-related filters, so changes here are applied to the report before other filters. For example, selecting 5/26/2022 – 11/6/2022 limits all data to that time range.
  1. Date Group: Sets the duration used to view the report, such as Fiscal Week, Fiscal Month, Fiscal Period, Fiscal Quarter, or Fiscal Year. Use the Date Element filter to select specific date elements within the chosen group.
  2. Date Element: Shows available months, quarters, or years based on the Date Group and Number of Periods to Show selections. Select multiple elements, then click Apply. The report updates to show data for the selected date elements.
  3. Number of Periods to Show: Sets the number of most recent periods to display (maximum 100). The period is determined by the Date Elements filter. The default is 10 periods. You can also deselect All in Date Elements and choose specific periods to show.

Another design common to many reports is the data cube shown above. The data cube lets you analyze rewards across different dimensions or combinations of dimension hierarchies, with the ability to drill up or down in the data.

  1. Category 1 to 4: Lets you modify the dimensions in the data cube for analysis, selecting various categories to slice the results. Each category contains the same dimensions with associated values. A dash (–) indicates there is no lower level to drill into. By combining category values, you can view data at a selected level of granularity and visually compare results across the hierarchy of dimensions.

The highlighting feature in the data cube makes it easier to compare results across time and selected categories. Each metric is designed to be comparable to others of the same type. The darker the color (blue or red), the larger the value (positive or negative). Highlighting applies across the entire metric column in the table, not just within each section of data.

Definitions and Notes​

All reports include a list of useful definitions and notes, displayed when you hover over the title or logo image in the top left corner of the report. Review the definitions before using the report.

Report Controls (Bottom Toolbar)​

The bottom toolbar in each report window includes several controls for customizing or managing the report.

The bottom toolbar controls are described below:

  • Undo/redo action: The first two controls from the left let you undo or redo your last action (for example, changing a filter setting).
  • Reset view: The third button from the left resets the report to its default view.
  • Refresh data: The fourth button refreshes the data from the source to ensure you're viewing the latest data in the report.
  • Pause queries: Pauses queries to prevent changes while you're viewing the report.
  • Control animations: Controls animations that may occur when the report transitions between filter settings. Exchange Solutions doesn't currently use animations in its reports, so this button isn't enabled, but it may be used in testing and troubleshooting.
  • View: Shows the name of the current view. Clicking this button lets you create and manage custom views and set a custom view as your default. If you create a new view, select Make it my default, and click Save, the next time you open the report your new view is shown on the View button.

Once the view has been saved, reopening the window shows the new view in the My Views section.

Additional views can be added. Click Manage Views at the bottom of the window to edit or delete custom views.

  • Download: The first button on the right side of the toolbar lets you download the report in a selected format.

The download options are:

  1. Image: Exports the report as a PNG image.
  2. Data: Exports the report data. Note that this option may not be available in all reports.
  3. Crosstab: Select one sheet from the report to include, then click Download to download the report in Excel or CSV format.
  • PDF: Select whether to include everything (This View), one or more sheets (Specific sheets from this dashboard), or one or more pages (Specific sheets from this workbook). Set formatting options, then click Download.
  • PowerPoint: Select whether to include everything (This View), one or more sheets (Specific sheets from this dashboard), or one or more pages (Specific sheets from this workbook), then click Download.

The last two controls allow you to:

  • View in full screen: View the report in full screen. Press Esc to exit full screen mode.
  • Share: Share the report via a link (click Copy Link) or embedded code (click Copy Embed Code). The copied link or code lets other users access the report. Note that only users with the appropriate permissions can view the report through the link or embedded code.
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