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Create a Pivot Table Report

To export a report to an Excel file or display the data in a pivot table, you create a pivot table. The pivot table isn't a real Excel object, rather it appears only in the form of a pivot table. You can also create a pivot table report by exporting a pivot table to a scheduled report.

Required Editions

Available in: Intelligence Reports and Intelligence Reports Advanced
User Permissions Needed
To create and edit reports Schedule / “Create & Edit”

When creating the report from scratch, you must link to an existing pivot table. The configuration settings come from the pivot table, so any changes made to the source affect the configuration settings of the report later on.

Note
Note Most of the report configuration settings are self-explanatory or have a tooltip available in the platform.
  1. Access the Intelligence Reports for Engagement, select the Reports tab.
  2. Select the Reports tab.
  3. Click Create New Report.
    Note
    Note When creating the report from scratch, you must link to an existing pivot table. The configuration settings come from the pivot table, so any changes made to the source affect the configuration settings of the report later on.
  4. For General details, name the report and select Export Format: Pivot Table.
  5. To define your report configuration details, select the time period from which to pull data.
  6. Specify when and how to deliver the report.

See Also