Visual Reports Editor: New creation flow, in-chart calculations
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New Report Creation Flow

We have slightly changed the way that reports are created. Templates for all sources will now be visible on the new reports page. This way, you can scroll to find what you're looking for, or filter by tag or keyword.

New Report Creation Flow

As soon as you find the template of your dreams, just click on it. A slide with chart and source settings will appear, so you have a chance to change the default data filters. You can create a chart from scratch by selecting "Blank" if there's no template that quite matches what you need, or if you are working on creating some unique visualization. Click "Create Report" to complete data processing and start editing the chart.

New Report Creation Flow. Image 2

Runnings, totals, and other in-chart calculations

The report editor is super-charged with additional calculation possibilities. You have the power to add calculations which produce percentage, differences, and cumulative charts like the one below. Please check our online documentation to see what kind of functions are available for in-chart calculations.

Runnings, totals, and other in-chart calculations

New source: History of transitions

Sometimes, you might need to find out the history transitions of some concrete property, such as "State". We have built a special report source for that purpose called "History Changes & Transitions". You can find two templates on our new report page related to this source type for every entity (for example "Stories State Transitions" and "Stories By State").

The chart example below was designed to show how state transition distribution has changed over time.

New source: History of transitions

We will really appreciate your feedback on this beta release of historical reports. What do you like about it? What could be improved? Let us know what you think at ux@targetprocess.com