Creating flexible reports

Create flexible reports that present data that you select in the format that you want. Only point data items can be included in the generated reports.

1. Select the option to create a flexible reports analysis and specify the values for the Common, When, and Where pages.
   Restriction: On the When page, the start and end dates must be in the same year.
2. On the What page, select the data sources to analyze. Depending on the contents of the selected data source, you can add, delete, or move sections of the report, and add, delete, edit, or move rows.
3. Add or edit rows as needed.
   • To add a row, click Add Row.
   • To edit a row, select the row in the What page and click Edit.
4. On the Edit Row Details page, select what data the row contains and what operations are performed.
   1. Specify the row name.
   2. Select the row type.

      Single

      A single row displays the data for one field from a data source.

      Subtotal

      A subtotal row displays the total for a subsection that includes selected single rows. You must select the rows to subtotal.

   3. Select the row importance. Select from low, normal, high, extra high, or invisible. Select Invisible if the row makes an intermediate calculation that is used in another calculation, but you don't want to display the intermediate results.
   4. Select how to interpret the row values. You can choose to interpret a high value as bad news, or a low value as bad news.
   5. Select whether to include the values from a row in a chart.
   6. Select the kind of calculation that is made on the data in this row. Choose whether to return a count of all non-empty occurrences, or to sum all numerical values.
   7. Select the data source and field to calculate for this row.
   8. Create a filter for the data to include in this row by selecting one or more properties, operations, and values. For example, to have a report row that is named Robbery use the Uniform Crime Reporting code 04, select UCRCode for the property, equals for the operation, and 04 for the value. If you want to include more than one value for the same property, add one property for each value. For example, for a report row that is named Homicide, create two rows with UCRCode for the property, equals for the operation, and 01 as the value for the first entry, and 02 as the value for the second entry. The report applies OR logic to multiple instances of the same property. Alternatively, you can include several different properties in the same report row. The report applies AND logic to the different properties. For example, a report row that is named Domestic Aggravated Assault requires the logic UCRCode = 05 AND (PrimaryOffense = DASLT1 OR PrimaryOffense = DASLT2). Create three rows in the filter, one with each of the following values:
      • UCRCode = 05
      • PrimaryOffense = DASLT1
      • PrimaryOffense = DASLT2
5. On the Analytic Details page, choose the number of preceding years to compare to the current year, and choose the day on which the week starts.
6. On the Appearance page, select the report time interval, report name, footer text, and colors. For each row importance value, select a text color, text style, and the color to use when the value is considered "bad news."
7. Click Save and Run.
8. To view the report, open the Analytics window, expand the Flexible Reports pane, and select the analysis.