Creating Crosstab View and Report

Visualise Ad Hoc View data in a new and insightful format 

Creating a requires a view with fields available in the columns field

The Following example will run through how a Cross-tab can be created to show the relationship between the engagement budget field and total invoiced field across areas of law.

Create the Ad Hoc View:

1. Navigate to the Reporting Portal

2. Within the Ad Hoc Views section, select Create

3. Select the Budget Details Topic to base the Cross-tab view on.

4. Define the Input Controls 

5. Drag the Independent field (Area of law) into the Rows field.

6. Drag the dependent fields (Engagement Budget & Total Invoiced) into the Columns field

7. Title the view 'Engagement Budget vs Total Invoiced across Areas of Law'

Alternatively you may also toggle the title bar by clicking onbeside 'Show title'

The output of the Crosstab is show below

8. Save the view in the user folder

Tips and Troubleshooting

Save a cross-tab view as a report

1. Click on the floppy disk icon  and Save Ad Hoc View and Create Report 

2. Save As (pop-up):

1. Report Name - Create a name for the report
2. Report Description - Write a quick summary of the view (optional)
3. Select the folder where you want to save the view under (typically the user folder found within the organisation's folder)
   • Click '+' or '-' to expand or contract a folders views.
4. Select 'Save'

3. 'Save was successful' message appears as a banner across the top of your screen