Configuring analyses in the new reporting module
An analysis is the structure of a custom report. When configuring an analysis, you decide how you want to combine the available data sets in terms of visuals, formulas, filters.
Before you begin
- Make sure the account holder is added as a report author; this automatically created the shared folder needed to make dashboards available to other users.
- Optional: Create folders in the My folders section; these folders are used to save your analyses and dashboards. Note that the folders you create here are your personal workspace and are not the customer folders available in the Trados application.
Procedure
Results
What to do next
At this point, you can continue editing the analysis, publish the analysis as a read-only dashboard, and then make the dashboard visible to other users. Analyses are not finalized until they are published.