Combined Reports

Combined Reports Overview

Combined Reports is a Guandata feature that makes it easier to present Excel table data in the BI platform. For China-style or complex reports, use Complex Report.

Combined Reports Use Cases

Combined Reports mainly cover the following two scenarios:

Export and reconcile data across dashboards.
Subscribe directly to a combined report when using merged subscriptions.

Combined Reports Features

Create a Combined Report

Open the app launcher in the upper-right corner of the platform and go to the Combined Reports page.

Click Create Combined Report on the right to open the editing panel for the combined report.

Set the report name
Upload a combined report template
- If no template is available, you can select cards and export them directly.
- If you upload and enable a template, the selected card data is matched according to that template.
Search for and add cards
- You can search pages you have permission to access and add cards across dashboards.
- You can add multiple cards at the same time. Each card must be configured individually.
- After adding a card, match the corresponding card with the sheet, row count, and column count in the template. Only table card data can be filled into specified positions in the template.
Enable template
- After the template is enabled, the uploaded template takes effect for the selected card data.

Manage Combined Reports

Search: You can perform fuzzy searches by report or card name, and locate reports based on your permission role.
View: For a created combined report, you can browse and view its details.
Download: Created combined reports can be downloaded locally for data reconciliation.
Edit: If the content in a combined report is updated, you can modify it through the edit feature. The available actions are the same as those used during creation.
Delete: If a combined report is no longer needed, you can delete it directly.