Tealeaf Report Builder

The Tealeaf® Report Builder enables flexible report configuration and delivery in various output formats. Through the Report Builder, you can select events and drag their dimensional data into your report, applying segment filtration as needed.

As you apply changes, the report is updated in real-time, enabling precision report and data configuration. Report data is always synchronized to the Tealeaf system timezone. Reports can be scheduled for generation and publication to Tealeaf dashboards. To access Report Builder, select Analyze > Report Builder from the Portal menu.

Basic Workflow

Add events. To segment by multiple dimensions, you must use events that have report groups (facts) that contain both dimensions.
Add dimensions to X-axis. By default, the X-axis contains the Hour of Day dimension. When the chart is displaying one day, Report Builder displays one hour buckets. Changing the X-axis dimension changes the way that the chart is rendered and the data that is returned for display. In the X-axis, you can include up to eight dimensions that share a common dimension to create an implied hierarchy of dimensional values. This hierarchy is for display purposes only and cannot be charted.
Add dimensions to Y-axis. Adding dimensions to the Y-axis creates a vertical striping, slicing the measured data in each X-axis bucket by the Y-axis dimensional values. You can add up to one Y-axis dimension.
Add segment. Adding a segment does not affect the chart display. However, the source of data for the chart is changed. You can apply up to eight dimensions as segments. If needed, you click the segment's drop-down menu to select dimensional values with which to filter the data.
Configure date focus and comparison options.
If you want, you can add a description for the report.
Save your report.
Optionally, you can export report data to Excel, PDF, or email format.

Building Reporting Data Structures

The Report Builder uses data that is identified in the captured transaction stream by using dimensions, events, and facts. These data entities are created in the Tealeaf Portal. These data entities are organized into groups for easy association. Some pre-configured dimensions, events, and groups are provided in the default installation.

Toolbar

Table 1. Toolbar
Name	Description
Date Range	Select a date or date range..
Manually Refresh	When selected, the displayed report is not refreshed until the Refresh button is selected. When changes are made to the report, you must manually refresh it to reflect those changes.
Create New	Create a report. The report tables are cleared.
Refresh	Refresh the displayed report. The Tealeaf Report Builder monitors when data must be refreshed. Data is cached for five minutes. Clicking this button forces a refresh of the report data.
Open	Open a saved report. When you browse for a report by label, all report labels are displayed, even if they contain Top Mover reports only. Those labels are displayed as empty. If the user does not assign a label to a report, the report is given the Default label, and available under the Default label.
Save	Save the report. If you have not yet saved it, enter a title for the report, and click Save.
Save As...	Save the report under a different name.
Delete Report	Delete the report.
Report Details	View details on the events, dimensions, and other components of the report.
Schedule Report	Schedule report execution and delivery.
Export Report	Export the report. .
Add Report to Dashboard	Add the report to a dashboard.
Options	Open the display and data options.
Vertical Bar	Display report as a vertical bar chart (default). Individual events can be configured to display in different chart types.
Horizontal Bar	Display report as a horizontal bar chart. Individual events can be configured to display in different chart types.
Line	Display report as a line graph. Individual events can be configured to display in different chart types.
Area	Display report as an area graph. Individual events can be configured to display in different chart types.
Pie	Display report as a pie chart. Individual events can be configured to display in different chart types. You cannot apply functions or use Compare date ranges in pie charts.

Data Selector Panel

You can configure the data to include in your report through the Data Selector Panel. To add events, click the Events tab. To add dimensions, click the Dimensions tab.

Report Details

TheReport Details window displays information about the currently selected report, including all events, ratios, and dimensions included in the report.

Section: Description
Title: The name of the saved report.
Description: The description can be edited next to the displayed chart.
Dates: The focus date range and, if applicable, the compare range.
Metrics: Events and ratios that are used in the report.
Filters: Dimensions that are applied to filter the report data.

Reports Provided by Tealeaf
Tealeaf provides a set of reports that can be loaded through the Portal. Any report available in the Report Builder can be added to dashboards as charts or tables for snapshot reporting.
Adding Events to a report
You can add events to the report. To add an event, select the Events tab. Click Add Event.
Adding Functions to reports
Optionally, you can apply mathematical functions to numerical event data or ratios for the Focus range and display the results in the same chart as the instance data. Using these functions, such as same day average, average, minimum, and maximum, you can make immediate comparisons of instance data against data across the function period range.
Adding Ratios
In addition to reporting on event values, you can create reports on ratios between events. You can create ratios on counts or sums or combinations of both.
Adding Dimensions
To complete dimensional analysis in your report, you can add dimensions to any of the three designated locations: X-axis, Y-axis, or Segment. All dimensions in the report must have at least one report group in common with all other dimensions. You can not add multiple instances of in the X-axes and Y-axes. You can add multiple instances of the same dimension to the Segment area. Dimensions can be moved between axes by using drag-and-drop, which preserves any configured dimension filtering.
Dimension Value Selector
When you choose to include or exclude values, you can select one or more dimension values in the Dimension Value Selector.
Date Selector
To select a date range to apply to the report, click the date range that is indicated in the toolbar.
Chart Window
Where possible, a configured report is displayed in graphical format in theChart window. You can create a chart for any report that contains one or zero dimensions. Multi-dimensional charts are not currently supported.
Display tab report options
You can configure several report options to display.
Advanced tab report options
In the Advanced tab, you can configure the display of the Y-axis to be on the left side or the right side of the chart.
Data Item Order tab
If you add multiple events and ratios to your report, you can change the order in which they are listed in the main display.
Security tab report options
In the Security tab, you can select the users and groups who can view and edit the current report.
Saving reports
You can save the report at any time under its current name or under a new name, if you do not have write permissions on the report. Only Tealeaf users who are designated as administrators of the report can save changes to it. Any user who can see the report can save it under a different name and edit the new version. These two report versions can cause confusion among users. When you save a report, you are saving the current state of the report. If a name is not explicitly provided, the report name changes if the source events and dimensions are renaed.
Importing and exporting reports
You can import and export report data.
Error Messages
There are a few error conditions that might occur when you are working with the report builder.

Parent topic: IBM Tealeaf cxImpact Reporting Guide