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Custom Report Creation

This guide covers how to create a report using the Build from Scratch (Custom Template) option in OCTO.

Features of Build from Scratch

  • Add custom widgets from the platform's widget library
  • Full customization of report layout and content

Steps to Create a Custom Report

Step 1: Access Report Creation

• Navigate to the Dashboard.
• Click the dropdown beside the report name.
- If there are existing reports, click the dropdown and then select "+ New Report" to begin creating a new report.
- If no reports exist, a "Default" report is displayed. Click the dropdown beside it, then choose "+ New Report" to start creating a new one.

Dashboard New Report

Step 2: Choose Build from Scratch

Select Build from Scratch when prompted for the report type.

Build It From Scratch

Report Details: - Report Name: Provide a descriptive name for easy identification - Description: Add detailed information about the report's purpose - Avatar/Color Theme: Customize visual appearance according to your preferences.

When selecting "Build from Scratch," you have additional configuration options:

Publication Options: - Publish The Report To Members: The report is published to all members - Allow Other Members To Edit: If the report is published, allow other members to edit the report

Description

Step 3: Widget Customization Process

  1. Click the "+ Add to Dashboard" button to add a new widget

Add Widgets

  1. Select a cost group for the widget data source

Select Cost Group

  1. Use the arrow button at the bottom right corner to drag and position the widget

Drag Button

  1. Click "Open Widget List" button to access additional widgets for displaying different data types
  2. Repeat the process to add multiple widgets as needed

Final Actions for Build from Scratch: Once you've completed the widget customization, you can: - Save Layout: Save your custom report configuration - Cancel: Discard changes and exit report creation

Saved Layout

Post-Layout Customization (After Saving Layout):

After saving the layout, you can further customize your report through:

Cost Group Management: - Navigate to cost group settings to modify data sources

Widget Management Options: - Move Widget: Reposition widgets within the dashboard layout - Add New Widget: Insert additional widgets to expand data visualization - Delete Widget: Remove unwanted widgets from the report

Post Layout

Widget Settings: Access individual widget settings to customize:

Display Option Edit Option

  • Title and Subtitle: Edit widget display names and descriptions
  • Cost Group: Change the data source for the widget
  • Granularity: Select data aggregation level (Daily or Monthly)
  • Period: Set the number of days for data analysis
  • Dimension: Choose data categorization (Vendor, Service, or Account)
  • Data Count: Set threshold for grouping, excess data grouped as "Others"
  • Chart Type: Select visualization format for the widget
  • Past Comparisons: Enable option to show historical data comparisons
  • Click "Update Widget" to apply changes