Customizing the layout of a document

Last Updated : Sep 01, 2020 |
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You can customize the layout of a report or a document based on your business requirements.
  1. Log in to Avaya Analytics™.
  2. On the Home page, in the navigation pane, click Shared Reports.
  3. In the content pane, click Standard Historical Reports.
    STEP RESULT:
    Avaya Analytics™ displays the Standard Historical Reports page.
  4. For documents based on interval data, do the following:
    1. Click the required document.
    2. On the input prompts, specify the values.
  5. For documents based on daily roll-up data, do the following:
    1. Click Daily.
    2. Click the document.
    3. On the input prompts, specify the values.
  6. For documents based on monthly roll-up data, do the following:
    1. Click Monthly.
    2. Click the document.
    3. On the input prompts, specify the values.
  7. Click Run Report.
    STEP RESULT:
    Avaya Analytics™ displays the report summary page based on the values specified in the input prompts.
  8. On the report page, click the hamburger icon () and click Edit.
    STEP RESULT:
    The DOCUMENT STRUCTURE page opens with options to edit the following parts of the report structure in the left panel:
    • Page Header
    • Layout Header
    • Detail Header
    • Detail
    • Body
    • Detail Footer
    • Layout Footer
    • Page Footer
  9. Drag and drop the text boxes, report graphics, drop-down structures to customize the report layout based on your business requirements.
  10. To add more metrics or attributes to the existing document, drag and drop the attributes or metrics from the DATASET OBJECTS folder to the grid report in the document.
  11. If a metric or attribute is not available in the current dataset, do the following:
    1. Right-click the dataset name and click Replace Dataset.
      STEP RESULT:
      Avaya Analytics™ displays the Select Dataset dialog box.
    2. Select the dataset from Avaya Analytics™ or an external location.
    3. To select the dataset from Avaya Analytics™, click the Select your dataset report below drop-down and select the required dataset.
    4. To select the dataset from an external location, click Add External Data and select the dataset.
    5. Click OK.
      STEP RESULT:
      Avaya Analytics™ displays the Replace Objects dialog box.
    6. Replace or remove attributes or metrics that are currently used in the document.
    7. Click OK.
    8. Drag and drop the attributes or metrics from the DATASET OBJECTS folder to the grid report in the document.
  12. Click DOCUMENT HOMESave As.
    STEP RESULT:
    Avaya Analytics™ displays the Save As dialog box.
  13. In the Save in field, select My Reports.
  14. In the Name field, type a name for the report.
  15. In the Description field, type a short description of the report.
  16. In the Advanced field, select one of the following prompts based on your requirements:
    • Display prompt and use the current answers as the default answers
    • Display prompt but discard the current answers
    • Do not display prompt and use the current answers as the default answers
  17. Click OK.