View Report Data

After you have selected a theme, added columns, filters, and groupings, you can view your report’s data with the Data tab in the report interface.

There are two features that can help you when viewing tabular report data: sorting and limits. If you have added a snapshot, you can also view bar or line graphs of your report data.

Sorting

When viewing your report in the Data tab, you can adjust how ItemPath sorts the data presented in the table. Note that if you have a grouping, this may impact the values displayed for any columns.

To sort by a specific column, select the column header. An arrow will appear indicating whether it’s sorting by increasing or decreasing values within that row. For each data type:

Limits

You can specify a limit for the number of rows in the report from any tab of the report interface. Check the Limit checkbox, then specify the number of rows that you would like to appear in your report.

Limits and groups

Recall that there are two ways to group and aggregate information in your reports, column groups and snapshots. Limits are applied after filters and groupings. For example if there are two rows displayed due to groupings:

Adjusting the limit to 1, displays a single group:

When combined with sorting, you can use this to display information such as the top 5 most picked materials in this week: 

1. Create a report on the History theme.
2. Add the following columns:
   1. “Direction Type Description”
   2. “Material Name”
3. Add a Column Grouping by Material Name.
4. Add a Count column labelled, “Number of Picks”
5. Filter to “Picks” using the Direction Type Description.
6. Check the Limit checkbox, then enter 5.
7. Sort by the “Number of Picks” column in descending order.

Charts and graphs

If you have added a snapshot to your report, the snapshot allows you to select a chart or graph for your report. You can select which kind of chart you’d like to view (line or bar).

Templates and viewing settings

If you export a report, it will include any limits and sortings as part of the report template file. If you would like to adjust this in your template JSON manually (using an editor like VS Code or Notepad++) adjust the following values: