--- title: "Step 8 - Create and Publish Standardized Report" slug: "step-8-create-and-publish-standardized-report" updated: 2023-12-15T20:52:32Z published: 2023-12-15T20:52:32Z canonical: "docs.datajet.app/step-8-create-and-publish-standardized-report" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.datajet.app/llms.txt > Use this file to discover all available pages before exploring further. # Step 7 - Create and Publish Standardized Report > **NOTE** > > This article is part of the "[Tutorial - Basic Sales Dashboard](https://portal.document360.io/v1/docs/basic-sales-dashboard-tutorial-overview)" series. It assumes the following: > > - The [Daily Sales Dashboard](/v1/docs/step-6-create-reports) and all underlying [reporting metrics](/v1/docs/step-4a-prepare-data-for-reporting-decodes) have been created. ## Approach Standardized reports provide filtering capability to users who do not have access to the full data catalog. This article shows how to turn an existing dashboard into an interactive standardized report and apply a pre-determined set of filters to the new report. At the end of this step, you will know how to: - Create a Standardized Report from a Dashboard - Add Filters to a Standardized Report ## Key Techniques The following functional areas are introduced by this step: - [Standardized Reports](/v1/docs/static-standardized-report-quick-reference) - Report Filters - Web Preview ## Video Tutorial {TODO: Video} ## Create and Publish Standardized Report What are Standardized Reports Used For? Standardized reports are designed for business users or end users who don't have access to the full range of DataJet features - for example Project Explorer, Analytics, Modelling, Engineering etc. Standardized reports are often made available over the web. What is the Difference Between a Dashboard and a Standardized Report? Dashboards allow users to apply filters dynamically by selecting objects from the Project Explorer and dropping them onto the Dashboard. Any filter that is dropped is applied to all [dynamic slots](https://docs.datajet.app/docs/dashboard-overview-interacting-with-dashboards?) on the dashboard. Standardized reports don’t react to dropped filters (or datasets), but they allow the report designer to specify a pre-determined set of filters. These filters can be configured to act as required against each individual slot on the report. Standardized reports can be created directly from dashboards. #### Open Dashboard If the Daily Sales Dashboard is not already open, reopen it: - Go to **Reports** - Expand **Home** - **Double-Click** **DAILY SALES DASHBOARD** ![](https://cdn.document360.io/73b6469b-c1e4-47e9-aa65-986c8ebd17ca/Images/Documentation/image-SYSNVVP9.png) ### Export as Standardized Report #### Design/View Mode The Dashboard will open in **view mode**. To Export the dashboard to a standardized report: - Put the report into **design mode** by using the **Toggle** button. Individual slots will have an orange border surrounding them. ![](https://cdn.document360.io/73b6469b-c1e4-47e9-aa65-986c8ebd17ca/Images/Documentation/image-UYHFLSHY.png) #### Exporting To export the dashboard: - **Right-click** anywhere on the dashboard and select **Export as Standardized Report.** - It may take a minute or so to export as it is a complex process to convert between the two. - Once complete a new tab will open called **Standardized Report**. ![](https://cdn.document360.io/73b6469b-c1e4-47e9-aa65-986c8ebd17ca/Images/Documentation/image-ULPAX1QZ.png) To save the Standardized Report: - Click the **save** icon on the toolbar. The **Save To Report Collection** dialog will appear. - Change the name of the report as **DAILY DASHBOARD** (note this is case sensitive) and select **OK.** ![](https://cdn.document360.io/73b6469b-c1e4-47e9-aa65-986c8ebd17ca/Images/Documentation/image-MGLE1WMK.png) Once saved the report can be accessed via the **Reporting** menu: ![](https://cdn.document360.io/73b6469b-c1e4-47e9-aa65-986c8ebd17ca/Images/Documentation/image-01HYDLRZ.png) ### Filters #### Adding Filters to the Report To add filters to the Report: - Go to **Reporting | Manage Standardized Reports**. The **Manage Standardized Reports Dialog** will appear. - Select **DAILY DASHBOARD** and then **Edit**. The report will re-open in a mode where it can be edited. ![](https://cdn.document360.io/73b6469b-c1e4-47e9-aa65-986c8ebd17ca/Images/Documentation/image-GJQA5DW4.png) To add a filter: - **Drag and drop** **[sales.category]** into the area above the report. - Select **OK** to keep the default filter name. ![](https://cdn.document360.io/73b6469b-c1e4-47e9-aa65-986c8ebd17ca/Images/Documentation/image-YYXBEACG.png) Add another filter of **Sub Category:** - **Drag and drop** **[sales.Sub Category]** into the box above the report. - Select **OK** to keep the default filter name. ![](https://cdn.document360.io/73b6469b-c1e4-47e9-aa65-986c8ebd17ca/Images/Documentation/image-QJKX4D2G.png) #### Filter Dependencies It is possible to set filters to be dependant on each other. For the Daily Dashboard, the “Sub Category” filter is set to be dependant on “Category”. To set **Sub Category** to be dependent on **Category:** - **Right-click** on the **Sub Category** filter (in the drop-down box) and go to **Dependent On | Filter by Category.** ![](https://cdn.document360.io/73b6469b-c1e4-47e9-aa65-986c8ebd17ca/Images/Documentation/image-Z8T5L8RL.png) #### Connecting Filters to Slots It is possible to have each slot responding in a custom way to each filter setting. By default, a filter will not be connected to any slots on the report. In this instance, each filter will be applied to all slots on the report. To connect the filters to the report: - **Right-click** on one of the slots - in this case “Orders This Month By Segment”. - Select **Configure** and the **Control Area Options Dialog** will appear. - Set the operator for **Category** and the operator for **Sub Category** to equals (**=**). - Click the **All** button next to the **Filter By Category** dropdown. The message *“Are you sure you want to apply everywhere?*” will appear. Select **Apply**. This will apply the **Category** filter to all slots on the report. - Repeat the previous step for **Filter By Sub Category** ![](https://cdn.document360.io/73b6469b-c1e4-47e9-aa65-986c8ebd17ca/Images/Documentation/image-IKE549XF.png) ![](https://cdn.document360.io/73b6469b-c1e4-47e9-aa65-986c8ebd17ca/Images/Documentation/image-3TGFC9E6.png) Once the filters have been applied change the Report back into **View Mode** by deselecting **Design** in the bottom right-hand corner. The application of filters can now be tested. ![](https://cdn.document360.io/73b6469b-c1e4-47e9-aa65-986c8ebd17ca/Images/Documentation/image-X36JLZA1.png) #### Applying a filter To filter the standardized report, select a value from one of the filter dropdown. The report will immediately recalculate. For example, to look only at **Envelope** sales, select the category of **Office Supplies** from the **Filter by Category** Drop down: ![](https://cdn.document360.io/73b6469b-c1e4-47e9-aa65-986c8ebd17ca/Images/Documentation/image-PSIN5QPI.png) The report is now showing only data in the **Office Supply** category. This can be further filtered by selecting a **Sub Category** of **Envelopes:** ![](https://cdn.document360.io/73b6469b-c1e4-47e9-aa65-986c8ebd17ca/Images/Documentation/image-O1NUL468.png) ### Viewing the Report in a Browser The **DAILY DASHBOARD** is now complete and ready to be distributed. To preview it in the web app use the preview button: ![](https://cdn.document360.io/73b6469b-c1e4-47e9-aa65-986c8ebd17ca/Images/Documentation/image-62ETO1FH.png) ![](https://cdn.document360.io/73b6469b-c1e4-47e9-aa65-986c8ebd17ca/Images/Documentation/image-2RI84DAC.png)