Introducing Self Service

Access your data based on the supplied Cleo datasets and control numerous aspects of custom reports:

• Format your report with a variety of tools such as Data Search, Data Search with Totals, Pivot Table, and Graphing Visualization (charts and graphs)
• Control the placement, sequence, and order of selected columns in your reports
• Export data to Excel with the push of a button
• Filter data quickly and see instant results
• Add calculations
• Save and share your custom designs
• Create new Dashboards or export your designs to existing Dashboards

Note: Self Service capabilities are a licensable feature. Contact your account manager for more info.

How Self Service works (Process Overview)

While you have many options when creating custom reports, the basic process is as follows:

1. Select Self Service from the Dashboard (User menu).
2. Select a dataset.
3. Select the columns to work with.
4. Select a display type.
5. Depending on the display type selected, use Dimensions to subtotal results.
6. Create Filters and Calculations to further drill-down and manage results.
7. Continue to design until satisfied. When done, save and/or share your design.
8. For certain types of designs, add them to a custom Dashboard, which can be shared as well.

How to begin designing reports

Select the Self Service option from the Main Menu's Dashboard section or the User>Dashboard drop-down menu. To begin designing your report you must select an available dataset or load a saved design.

Next Steps: Select a dataset