Springbrook Analytics

Create a New Report

 

These Create a New Report topics cover using Springbrook Analytics to create a new report from scratch. By following these steps to create this sample report, you will be introduced to all the Analytics elements required to get a new report up and running.

This example report will provide useful Springbrook Project Management data for reconciliation back to the General Ledger. Report users can specify the GL fund and a specified year or range of years. Report data includes:

  • GL Account Number

  • JE Number

  • JE Date

  • Period

  • Year

  • DR Amount

  • CR Amount

  • System

  • Description

  • Task Code 1

  • Task Code 2

  • Vendor Name

 

While these Create a New Report topics cover a specific report that meets specific needs, you can use what you learn here to create a custom report for your own organization. Work through the following topics in order.

 

  1. Overview - current topic

  2. Setting Up the Sample Report

  3. Adding Data to the Sample Report

  4. Refining the Look of the Sample Report

 

You can also refer to the Get Started with Web Authoring topic in the Tableau Help for more information than what is provided here. You can find that Tableau Help topic at https://help.tableau.com/current/pro/desktop/en-us/getstarted_web_authoring.htm.