# Custom Reporting

#### This page explains how Dastra's custom reports work.

This powerful feature lets you create customized reports, tailored to your specific needs. Whether you're a beginner or an advanced user, this user-friendly feature gives you maximum flexibility in extracting important information from Dastra data.

### Quick start

1. Click on the "Custom reports" menu on the left

   <div align="left"><figure><img src="https://2697025545-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LvBxs22wUMicv9uWp6C-1972196547%2Fuploads%2FRWYjitDBDoIx1IAtdNIZ%2Fimage.png?alt=media&#x26;token=b4e5efd9-246b-4607-9c75-3a8b0c064105" alt=""><figcaption></figcaption></figure></div>
2. Reports are organized in a category system. Before creating your first report, you need to create a first category
3. Click on create report and choose one of the two options: create new report or create from template

### Glossary

* Metric: a metric is a measurable value that can be used to group (aggregate) elements Example: the number of processes, the average processing time for a task..
* Dimension: in contrast to a metric, a dimension does not allow data to be aggregated. It is a simple property (= column) of an element. Example: processing name, processing status, reference, etc.

## Report construction

### Basic principles

1. Data Selection: Choose the data you wish to include in your report. Our user-friendly interface lets you easily browse your datasets and select the relevant variables (metrics and dimensions) from the various Dastra tables.
2. Advanced filters: Refine your results using advanced filters. Create specific criteria to extract only the data relevant to your analysis.
3. Graph customization: Bring your reports to life by customizing graphs and tables. Modify the chart styles that best suit your needs.
4. Multiple export: Export your reports in various formats such as PDF, Excel or CSV. Easily share your results with colleagues, customers or partners. Easily integrate your data with tools such as PowerBI.

## Data selection

### Data table selection

Select the different data tables you wish to query: processes, processing stages, purpose, tags... You can query up to 6 different tables in each report.

<figure><img src="https://2697025545-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LvBxs22wUMicv9uWp6C-1972196547%2Fuploads%2FhXLAhAAh5IYBVIXGKXIA%2Fimage.png?alt=media&#x26;token=4a46bbf1-e3b4-4442-8581-e8cf742fd977" alt=""><figcaption></figcaption></figure>

Click on "Next" when you have selected the tables.

{% hint style="info" %}
Please note that once the tables have been selected, you will not be able to go back and modify them.
{% endhint %}

#### ​Report construction using metrics and dimensions

Build your report by selecting the metrics and dimensions you wish to display.

<figure><img src="https://2697025545-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LvBxs22wUMicv9uWp6C-1972196547%2Fuploads%2FhMDRwFZp0MecnGn9HLvd%2Fimage.png?alt=media&#x26;token=f2d09847-4ed1-46dd-abb8-5c041082175d" alt=""><figcaption></figcaption></figure>

Click on the "Save" button at the bottom right of the page

{% hint style="info" %}
Data is automatically aggregated by dimension to calculate the selected metrics.
{% endhint %}

Example: If you select the variable "No. of data processing operations" and "Status", you will obtain a report grouped as follows

| Status | Number of Data processing |
| ------ | ------------------------- |
| Draft  | 12                        |
| Active | 560                       |

## Customized report display and graphic visualization

Once the report has been created, you will be redirected to the following page:

![](https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LvBxs22wUMicv9uWp6C-2584506019%2Fuploads%2FlB4O3tYtVyels6V0inqZ%2Fimage.png?alt=media\&token=878e38f8-542d-4791-abd9-96fe9260b433)

To add a graph, click on "Add a graph".

You can then define several chart categories.

![](https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LvBxs22wUMicv9uWp6C-2584506019%2Fuploads%2F2dBxqRpOzX1JSwwIgqtn%2Fimage.png?alt=media\&token=71b01db5-beca-4df6-ab8a-41110af5ae6d)<br>
