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Heat Map Reports (Beta)

The topic discusses how to use the Report Designer to build Heat Map reports.

The mechanics of creating a new report definition are the same across report types. See Creating, Editing, Deleting Reports (Beta). In addition, for any report type you'll also need to configure the Scope & Filters tab, and the Team tab. These are also standard across report types. Before you read on it's also a good idea to read the section "Understanding the Field Path," which describes how to find the fields you want to include in your reports.

This topic focuses on report configuration that takes place on the Data and the Display tabs; the Data tab is where you add fields to your report, and the Display tab is where you configure how you want the data displayed. These tabs vary by report type. For example, some report types require a set of fields that are grouped into one bucket (List report), while other reports types have multiple buckets into which fields are added - each bucket might correspond to an axis (Bar chart), for example, or a value (Crosstab). Another place where these tabs vary by report type is that List, Crosstab, and Gantt report types also use the Preview Pane to configure certain report visualization elements. Using the Preview Pane for data formatting is described in the topics for those report type. However, don't forget that the Preview Pane displays sample data with real-time updates for ALL reports types - this is hugely useful and supports a very satisfying trial and error approach to building reports.

If you wish to learn how to build a different type of report, click on the appropriate link below:

Area/Bar/Column/Line Chart Reports

Bubble Reports

Crosstab Reports

Donut/Pie/Spiderweb Chart Reports

Gantt Chart Reports

Heatmap Reports

List Reports

Overview