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ANALYTICS Admin Screen

The ANALYTICS admin screen allows administrators with appropriate permissions to customize the Standard Reports available in Chrome River. You may use this screen to show or hide such content as filters or columns that are not used by your organization, or to show or hide an entire report. Additionally, you may change default options, determine which fields are required, customize output options, and edit labels in every supported language, including the Report Name and Description.

Select a Report to Edit

Click ADMIN SETTINGS > USER INTERFACE > ANALYTICS.

1. Select the desired changeset and language.

  • The drop-down lists all the languages supported for your organization. Any edits will be made only to the labels in that language.

2. Select the Standard Report that you wish to customize.

3. Click VIEW.

4. If another user has recently made changes to the same report in a different draft changeset, you will see an icon of a pencil in a square next to the report name.

Hover over the icon with your mouse to see a list of the recent changes.

5. To make your own changes, click EDIT. Note that if any of your changes conflict with draft changes made by another user, you will need to resolve the conflict before you may publish. See Changeset Manager Admin Screen.

Edit Names & Description

1. When you click EDIT, you will be able to change

  • Report Name: The name of the report as it appears on the launch page for Standard Reports available inside Chrome River.
  • PDF Report Name: The name that appears in the header of the PDF output of a report.
  • Description: The description of the report that appears under its name on the launch page for Standard Reports.

2. Click SAVE.

Hide a Report

If your organization does not use certain standard report, you may hide it from the list of available reports. Check the HIDE REPORT check box and then click SAVE.

Filter Options

This section of the screen allows you to determine which filter options users see by default and whether they are required in order to run the report.

  • Default: Check this box to have the filter option automatically added to the report.
  • If the box is unchecked, this option will still be available for users to select by clicking ADD FILTER CRITERIA and selecting it from the drop-down list. See "Filter Reports" in In-App Standard and Ad Hoc Analytics Reports for more information. To remove an option from the report entirely, see Hide, below.
  • Required: Check this to require users to select a value for this filter.
  • Hide: Removes the option from the report. To restore it, scroll down to the Hidden Options section and click SHOW.

  • Edit: Click the pencil icon to change the label and/or the description of each option. Then click OK.

When you are done customizing the Filter Options, click SAVE.

Column Options

This section of the screen allows you to determine which columns users see by default and whether they are required in order to run the report.

  • Default: Check this box to have the column option automatically added to the report.
  • If the box is unchecked, this option will still be available for users to select by clicking EDIT COLUMNS and selecting it from the drop-down list. See "Customize Report Columns" in In-App Standard and Ad Hoc Analytics Reports for more information. To remove an option from the report entirely, see Hide, below.
  • Required: Check this box to require the column to be displayed on the report.
  • Hide: Removes the column option from the report. To restore it, scroll down to the Hidden Columns section and click SHOW.

  • Edit: Click the pencil icon to change the label of the column. Then click OK.

When you are done customizing the Column Options, click SAVE.

Grouping Options

This section of the screen allows you to determine which Group Columns users see and to edit their labels.

  • Hide: Removes the group column option from the report. To restore it, scroll down to the Hidden Group Columns section and click SHOW.
  • Edit: Click the pencil icon to change the label of the column. Then click OK.

When you are done customizing the Group Column Options, click SAVE.

Output Options

This section of the screen allows you to determine the formats in which users may output the Standard Report. Check or uncheck the boxes next to each type of format, then click SAVE.

Publish the Changeset

Once you have saved all your changes, click PUBLISH in the upper right corner to publish the changeset.

Note: Changes will only affect Standard Reports available inside Chrome River. Reports accessed via the ANALYTICS Portal will remain unchanged.

If there are no conflicts, you will receive a message that your changes have been published successfully. (For information, see "Resolving Conflicts" in Changeset Manager Admin Screen. At this point, your changes are live.

To see the changes in the application, either log off and log back on or click the Reload button on your browser. This will force your browser to reload the new changes.

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