The Business Intelligence Report Builder puts the power of your data at your fingertips. We use the most commonly used fields to analyze and measure your data, providing simple-to-use date filters for current and historical analysis. The data is curated and combined into thematic data marts to eliminate the need to manually download and stitch it together.
The Report Builder is available as part of a paid bundle. If you're interested in accessing the Report Builder, please fill out the form on this page.
In this article:
Build a new report from scratch
Edit, Download, or Schedule Delivery
Logging in
Visit intelligence.storable.io to log in. If you have not already established your Storable ID with Storable, you will have to do so at this time.
After logging in, you will land on the Home page.
Build a new report from scratch
- From the Home page, select Create in the top left of the screen to create a dashboard.
- In the Create Dashboard module, you can name your new dashboard and select a folder where the dashboard will be saved.
- If you select My Folder, it will only available to you.
- If you select Shared, it will be available to everyone on your account with access to the Business Intelligence dashboard.
3. Click Create Dashboard.
4. Click the Edit Dashboard button in the middle of the screen to add elements to your dashboard.
5. Click Add (at the top right or in the center of the screen) to begin selecting elements for your dashboard.
6. Click Visualization.
7. Select an Explore to use for Dashboard building.
The Explores (data marts) under the Report Builder section are specifically designed to incorporate the most frequently used data points into a single location.
The Explores under the other sections are built for the specific reports they are linked to and can power newly built reports in a more limited capacity.
Pre-configured, or “jump start,” reports are available in the Quick Start section.
You’ll see all fields available in the selected data mart on the left-hand navigation. Fields are organized into groups by themes, making it easier to find the data you need.
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Dimensions: Fields that contain text-based details such as names, attributes, descriptions, or other identifying information.
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Measures: Fields that contain numeric values that can be aggregated (e.g., summed, averaged, counted). Think of them as similar to Values in an Excel Pivot Table.
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To add a custom field, click +Add and select the type of field you want to create.
📖 Learn more about available data marts and fields.
📖 Learn more about the Facility Tenant Lifecycle data model
Quick tips
- Click on the Triangle mark to the left of the Field to expand the Group and view all Fields.
- Click on the Field Name to add it to the Analysis.
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Click on the Pivot icon to change the axis on which the numbers are displayed.
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Click on the Downward Funnel icon to the right of the Field Name to use it as a Filter.
- Click on the Information icon to the right of the Field Name for a brief description of the Field.
- Click on the Three Dots to the right of the Field Name for other options, such as Aggregate, Bin, and Group.
The screen will appear as shown below after selecting a Dimension field and a Measure field:
To view the output of the selected fields, click Run in the top right corner.
Any applied filters will show in the Filter Drop Down section at the top of the Analysis Window.
Once you’re happy with your report, enter a name in the top left. Click Save in the top right.
You’ll see your new report on your dashboard. Click Save to save your changes to your dashboard.
You can apply filters to your dashboard that will reflect in the charts.
Save your new dashboard by clicking Save in the top right corner. Once saved, you will be redirected to the Viewable version of your Dashboard. Your Dashboard will now be accessible in the folder that you saved it in.
In Edit mode, Tiles can be moved around the dashboard and resized by dragging the bottom right corner of the tile.
Edit, Download, Schedule Delivery
You can return to Edit, Download, or Schedule Delivery of your Dashboard by clicking on the three dots in the top right corner.
Customize an existing chart
To customize an existing chart, click the Explore icon from the chart tile or the drill down view.
The graph style can be changed using the options at the top of the visualization section.
Add a calculation to the data by clicking Add calculation.
Click the gear icon on a column to edit or remove it.
Expand the filters section to add, remove, or edit filters.
Edit the plot, series, values, X, or Y axis by clicking Edit to the right of the visualization section.