Magento for B2B Commerce, 2.2.x
Visual Report Builder

Visual Report Builder makes it easy to create quick reports based on predefined metrics. Each metric includes a query that defines the set of data for the report.

The following example shows how to create a simple report, group the data by an additional dimension, set the date and time interval, change the chart type, and save the report to a dashboard.

To create a simple report:

1. In the BI Essentials menu, choose Report Builder.
2. Under Visual Report Builder, tap Create Report. Then, do the following:
a. Tap Add Metric.

The available metrics can be listed alphabetically or by table.


Visual Report Builder
b. Choose the metric that describes the set of data that you want to use for the report.

The New Customers metric used in this example counts all customers, and sorts the list by the date the customer signed up for an account. The initial report includes a simple line graph, followed by the table of data.

The summary on the left shows the name of the current metric, followed by the result of any calculations on column data that are specified in the metric. In this example, the summary displays the total customer count.


Visual Report Builder
3. In the chart, hover over each data point on the line. Each data point shows the total number of new customers who signed up during that month.
4. Follow these instructions to group the data, change the date range, and chart type.
5. To give the report a title, replace the “Untitled Report” text at the top of the page with a descriptive title.
6. In the upper-right corner, tap Save. Then do the following:
a. For Type, accept the default setting, “Chart.”
b. Choose the Dashboard where the report is to be available.
c. Tap Save to Dashboard.

Save to Dashboard
7. To view the chart in a dashboard, do one of the following:
  • Click Go to Dashboard in the message at the top of the page.
  • In the menu, choose Dashboards. Click the name of the current dashboard to display the list. Then, click the name of the dashboard where the report was saved.

Report in Dashboard