Skip to main content

Combined Reports

1. Combined Reports Overview

Combined Reports is a feature provided by Guandata that facilitates the presentation of Excel table data in the BI platform. If you have requirements related to Chinese-style reports or complex reports, using "Complex Reports" would be more suitable for you. We recommend visiting Complex Reports for more information.

2. Combined Reports Usage Scenarios

Combined Reports mainly covers the following two scenarios:

  • Cross-dashboard data export for verification.

  • When merging subscriptions, you can directly subscribe to combined reports.

3. Combined Reports Feature Introduction

3.1 Create New Combined Report

Open the nine-grid icon in the top right corner of the platform, click to enter the Combined Reports page.

image.png

Click "New Combined Report" on the right to enter the combined report editing operation panel.

2.png

  • Set Report Name

  • Upload Combined Report Template

    • If no template is available, you can export directly after selecting cards;

    • If you upload and enable a template, it will match all selected card data according to that template.

  • Search and Add Cards

    • You can search for pages you have permission to access, and support adding cards across dashboards;

    • You can add multiple cards simultaneously, and each card needs to be configured individually;

    • After adding cards, you need to match the corresponding cards with the Sheet, row number, and column number in the template according to the template (but only supports filling in table-type card data at specified positions in the template).

  • Enable Template

    • After enabling, the uploaded template will take effect on the selected card data

3.2 Manage Combined Reports

  • Search: You can perform fuzzy search by report/card name, and also support positioning according to your permission role.

3.png

  • View: For already created combined reports, you can browse and view specific content.

4.png

  • Download: Created combined reports can be downloaded directly to local for data verification.

5.png

  • Edit: If the content in the combined report has updates, you can modify it through the edit function. When modifying again, the operable content is the same as when creating.

6.png

  • Delete: If the combined report is no longer needed, you can directly delete the combined report.

7.png

If you have requirements related to Chinese-style reports or complex reports, using "Complex Reports" would be more suitable for you. We recommend visiting Complex Reports for more information.