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What is Reporting?

Reporting is the dashboard layer in Nobly Insight. It turns the data behind your solution into dashboards — pages of charts, tables, and value cards that update on demand and stay scoped to a date range you choose. Reporting has two sides, each gated by a permission rather than a job title — whoever holds the permission can use it, whether they’re a customer administrator, super user, or consultant:

Building

With the Manage Reporting permissions, create the data sources (the queries that feed reporting) and design the dashboards — choosing sections, layout, elements, and how each element is configured.

Viewing

With the View Reporting Dashboards permission, view and explore the finished dashboards — switching the date range, drilling into a chart, sorting and filtering tables, and exporting the data.

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How the pieces fit together

A dashboard is built from a small set of concepts. Reading them top to bottom mirrors how you build one:
1

Data source

A named, saved query that returns rows and columns. You author it once; every element that needs that data points at it. A data source refreshes on a schedule, or takes runtime parameters the viewer fills in when the dashboard opens. See Data sources.
2

Dashboard

A page that belongs to your solution and is made visible to chosen user groups. A dashboard can be grouped under a category, which organizes the viewer’s side navigation.
3

Section

An optional titled group inside a dashboard (for example, Headline and Activity breakdown). Sections give a dashboard structure and headings.
4

Row

A horizontal band inside a section. A row holds one or more elements side by side.
5

Element

A single chart, table, or value card bound to a data source. Elements are the building blocks you actually see on screen.

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Element types

Every element is one of four types. The type is chosen per element when the dashboard is built; viewers simply read them.
A single headline number, shown in one of four displays:
  • Number — a scalar aggregate (count, sum, average, min, or max) of a column.
  • Percentage — the percentage of rows that match a condition, with a progress bar.
  • Gauge — a value against a target, with optional colored threshold bands.
  • Trend — the current period’s total with a delta versus the previous period (month-over-month or year-over-year).
A sortable, filterable table of rows. Supports a configured default sort, conditional formatting, and a click action that opens the related record.
A breakdown of one value across categories. High-cardinality data collapses the long tail into a single Other slice you can hover to see the split.
A comparison of one value across categories, optionally bucketed by day, week, month, quarter, or year when grouped on a date.

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Dashboard-wide behavior

A few features apply across every element on a dashboard:
  • Date range — a single control in the header scopes every element to the chosen window. Each element finds its own date column automatically; elements without one are left unscoped. Trend value cards keep their own period and ignore this control.
  • Drill-down (cross-filter) — clicking a slice or bar filters the other elements that share the same data source, so you can explore one segment without leaving the page.
  • Freshness — each element shows when its data source was last refreshed, so you always know how current the numbers are.
  • Export — export the whole dashboard, or a single grid, to an Excel workbook scoped to the active date range.
A Nobly Insight reporting dashboard showing a Headline section of five value cards above an Activity breakdown section with a pie chart and a bar chart.

A reporting dashboard in the viewer: a titled section of value cards above a section of charts.

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Where to go next

Data sources

Author, test, and refresh the queries that feed reporting.

Building dashboards

Design dashboards: sections, rows, elements, and per-element configuration.

Viewing dashboards

Open, filter, explore, and export dashboards.