Page 11 - Unanet GovCon: Using Analytics Studio for Project Management Reporting

Activity 1.2 – Create a Chained Report
In this activity, you will create a Chained Report using existing reports.

Activity Steps

Part 1: Create a Chained Report
1. Select the Create New Report + button.
2. Select Chained Report.
3. Type Sample Chained Report in the Enter the report name field.
4. Select the My Reports folder.
5. Select the Next button.
6. Select the right-facing arrow for the Analytics Studio Reports folder.
7. Select the right-facing arrow for the CXO Tiles folder.
8. Drag the following reports to the Report Name pane:
• CXO-Cash
• CXO-Rev
• CXO-NI
9. Select the Next button.
10. Select PDF from the Default Export Type dropdown list.
11. Select the Save and Close button.

Part 2: View the Chained Report
1. Select the right-facing arrow for My Reports.
2. Select the PDF button for Sample Chained Reports. The Parameters window
opens.
3. Use the information in the table to update the following parameters:
Parameter Name Value

Legal Entity MYCO
Fiscal Year FY22
Fiscal Month End Date 1/31/2022
Budget Name Baseline
4. Select the Okay button.
5. Close the Sample Chained Report tab.

LESSON 1: INTRODUCTION TO ANALYTICS
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