User Manual
User Manual
When you want to check the ranking of records, you can use the Ranking Report in Ragic Reports. Additionally, you can compare differences over time and generate Pie Charts. For example, you can track product sales rankings, sales performance rankings, or compare event budgets, etc.
The Ranking Report may not be suitable if there are too many items to compare or if the differences between items are very small. In such cases, the ranking results may show minimal differences, and generating a Pie Chart could result in too many segments, making analysis difficult.
Note: If you don't see any report options on your sheets, it may be related to your report access rights. For issues with viewing or generating reports, please contact your SYSAdmin to check and adjust the access rights configuration.
In addition to viewing saved reports created by your SYSAdmin in the Reports tab, you can also generate your own reports.
After generating the Ranking Report, the following page will appear.
The settings for the Ranking Report are explained below:
In this section, choose the fields and data you want to rank.
For Ranking Fields, all fields can be selected except those in Subtables.
For Ranking Data, you can only choose from "# of Records" or fields with the type Numeric, Percentage, or Money.
The Ranking Report will be generated based on selected fields. It will display the total values for the chosen Ranking Fields, as well as bar charts and percentage shares of the total.
In the top section, select the Timeframe for Ranking and the Source Field for Timeframe.
Timeframe for Ranking: Choose by month, by year, or select all time.
Source Field for Timeframe: Select the Date field in the sheet to filter the data.
If you select a specific time, such as orders from "June 2024", the report will also display data from the previous month and the same month from the previous year, along with a comparison of the differences.
If you select a "year", the report will only display data from the previous year and a comparison.
Check the Pie Chart option at the top to display a Pie Chart on the right side of the report. Hover over a section of the chart to see the item name for that segment.
Click on a "data" or a "section of the Pie Chart " to navigate directly to the sheet's Listing Page. The records will be filtered to match the selected criteria and time. For example, if you select data for convenience stores in the report, it will automatically filter to show only convenience store records.
Note: The sheet will display only the filtered records, so returning to the ranking report will show only the records you have filtered.
To return the report to view all records, first click Clear Filter and Sort on the sheet's Listing Page, and then return to the report.
You can use the Printer Friendly or Download as PDF option to export reports.
When your sheet has Shared Views or the Fixed Filter applied, you can filter the report based on those views.
You can embed the report into your website or share a link with others.
You can adjust the report’s style settings, including font, font size, boundaries, etc.
