Normal, Migration and Funnel Report

To create a Custom Report perform these steps:

1. In Insights+, from the left panel, expand the Reports drop-down and click on All Reports.

2. Click Create Report.

3. In Report Name, specify a name for the report.
4. Write the appropriate report description in the Description box.
5. Choose the report Category . To add a new category, click +Add category.
6. Select the report Type from the following options: Normal, Migration, or Funnel. To create an External report, click here.

📘

The type of report depends on the type of chart you choose to add. For example, if you select "Normal" as the report type, you can only add Normal charts. Likewise, to add a Funnel chart, choose "Funnel" as the report type.

7. Click Next.

8. Click + Add/Remove Charts. You will be directed to the add/remove charts interface.

9. Select the chart from the list or search for the required chart in the search box and click Done. If you want to create a new chart, click + Create new chart. To know more on creating charts, click here.

10. If you cannot recall the chart name, use the Advanced Filter option. Select the KPIs and Dimensions by expanding the drop-down boxes and click Apply.

📘

Advanced filters are applicable to Normal and Migration charts only.

11. Click Done. The selected chart is added to your report.
12. Click + Add/Remove Chart to add additional charts or remove existing ones from the report.

13. Click on the calendar icon to select the desired date range for the report. Check Compare time period to compare data of a previous duration, and click Apply. To know more about date filter and comparison with a previous duration, click here.

14. Click Save Report.

External Report

To create an External report, perform these steps:

1. In the Report Name field, enter a name for the report.
2. In the Description text box, enter a description of the report.
3. Choose the report Category. To add a new category, click +Add category.

4. From the Type, select External.
5. In the Report URL, enter the Databricks notebook path.

6. Select Authorization mode for the report. For third party tool credentials (like Zeppelin, Databricks) select Capillary Notebook. For Capillary Insights+ credentials select Capillary Authorization.
7. To enter Query parameter details , click Show.

8. In the Report URL preview , click Open link to preview the report.
9. Click Done.
10. Click Next and then, click Save report.

In case of any error viewing the report, verify and update the Databricks report URL link.