Create Reports in Library Web

Starting in the MicroStrategy 2021 Update 8, the ability to create and edit reports is shipped out-of-the-box.

Starting in MicroStrategy 2021 Update 7, administrators can enable authoring of reports in Library Web. This preview feature allows users to create and edit reports. We also added an Advanced Properties panel, SQL view in pause mode, more formatting options, customized subtotals, and support for transformations, consolidations and custom groups. All that on top of the functionality available from previous releases. To enable this preview feature, see Enable Reports in Library Web.

Preview features are early versions of features and are not to be used in a production environment as the core behavior remain subject to change between preview and GA. By selecting to expose preview features, you can access these features and use them as you would any other functionality. The official versions of preview features are included in subsequent releases.

Check out the video below to learn more!

1. In the Library toolbar, click Create New and choose Report.

   

2. If you are connected to multiple projects, select the project to create the report in.

A blank report displays in Edit mode, with data retrieval paused for improved performance when working with large datasets. When data retrieval is paused, results do not display. To view the results, click Resume Data Retrieval . To pause data retrieval, click Pause Data Retrieval .

3. In the Objects panel, search for each of the objects to display on the report and do one of the following:

   • Drag it to the drop zone in the Editor panel where you want them to display.

   • Double-click the object to add it automatically.

   Attributes are automatically added to the rows of the report, although you can drag and drop them into the columns.

   Metrics are automatically displayed in the columns and placed in the Metrics drop zone of the Editor panel.

   

4. When you add a metric, the Metric Names object is automatically created and displayed in the Columns drop zone. This object determines where and how metrics display.

   • To display each metric in a column, with the metric name as the column header, keep the Metric Names object in the Columns drop zone.

   • To display each metric as a row, with the metric name in the row, drag Metric Names to the Rows drop zone.

5. To filter the report,

   1. Click Filter to display the Filter panel.

   2. To use an existing filter, drag the filter from the Objects panel to the Filter panel.

   3. To create a new filter within the report, drag the object you want to filter the report by to the Filter panel. Define the filter condition, such as Region = Northeast or Revenue Greater than 1,000. Click Done.

6. To see the report results, in the toolbar, click Resume Data Retrieval .

7. Click Save.

8. In the Save Report window, type the report's Name.

9. Select the location to save the report in.

10. Click Save.

    After you save, data retrieval is again paused.